Thank you for visiting our branch website. Our goal is to provide you with the highest level of service. Whether you are an Investment Advisor looking for a new and positive business environment, or you are a high net worth individual looking for professional wealth management, our team of highly qualified professional are here to help. Our branch focuses on the following elements:

Mutual Respect – Key in a working, successful business relationship.

High Professional Standards – Protects and gives our clients long term quality service.

The Pursuit of Great Business – Done in an ethical, thoughtful way.


Our Advisors

Learn about our talented investment management team.

Join Our Team

Learn how you can become a part of our growing team.

Management

Learn more about Brantford's branch management.

Achieve financial freedom with professional wealth management


Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

  • Develop a comprehensive plan for your short- and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family’s financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

“e” for a tree

Switch from paper to electronic documents, and we’ll plant a tree in your honour in partnership with Tree Canada. 


e-for-a-tree

In celebration of Earth Day 2020, together with the RBC Foundation, we are pleased to announce our partnership with Tree Canada.

We will plant a tree in your honour through Tree Canada’s National Greening Program when you do any of the following:

  • Enrol in DS Online to quickly and easily access your important account information, send and receive secure messages from us, and much more – all through your computer, tablet or mobile device. You can sign up by clicking here.
  • Switch to paperless eDocuments to safely view your account statements, tax documents, trade confirmations and more through DS Online, instead of receiving printed copies in the mail. Here’s how to sign up.
  • Set up online banking so you can transfer the funds you need between DS Online and RBC Online Banking, without ever having to leave your home. Here’s how to get started.

By switching to eDocuments, you can help achieve our goal of reducing our paper production by 1,547.75 metric tonnes. Plus we will plant a tree in your honour when you switch before August 30, 2020.

It’s easy to get set up for our online services. Simply contact us and we will walk you through the process.