We are not stock pickers and we feel that process is not conducive to effective money management (dart throwing).

We believe in a buy and hold policy, recognizing changes may be required as markets ebb and flow.

We look towards the expertise of RBC analysts worldwide for their assistance with constant monitoring and recommendations involving rebalancing, tactical sector changes and screening the worlds best money managers..

We charge an all-encompassing fee for portfolio management and wealth planning.

We understand the importance of lower costs on long-term portfolio performance.

Our Guided Portfolio Process allows us to:  

  • Discuss all investment recommendations and changes with you
  • Coordinate our portfolios with any of your existing holdings
  • Manage for tax-efficiency
  • Maintain simple, well balanced portfolios with good sector diversification that are also concentrated enough to perform well


Contact Us

To talk about our approach to outstanding portfolio management and comprehensive wealth management, please call for a no-obligation consultation.

To arrange a meeting please give either of us a call or send us an email.