At Brownlee McCormick Wealth, we believe the value of advice increases as the challenges and opportunities of capital markets evolve, leveraging the advice of experts and working closely with clients to help them achieve their business and personal goals.
We are passionate about building long-term relationships as the “go-to” resource for all of our clients' financial needs. We work with our clients to help them gain confidence and clarity over their long-term financial future. We do this by taking every opportunity to connect clients with experts, and help them experience the full value of advice.
In addition to our commitment to helping our clients achieve their financial goals, we also provide complimentary services including business owner planning, customized financial plans, retirement planning and estate planning. We work with several internal RBC and external partners to help our clients achieve their goals in the most efficient way; everything from tax planing to insurance to credit & lending.
Follow these links to find out more about our team, our preferred wealth experts, our relationship with you, and our approach
Wealth management is a very personalized service. It is our responsibility to look after not only your financial future, but also that of your family and your business. It is not a responsibility that we take lightly.”
~ Duncan Brownlee ~ Curtis McCormick ~ Karalie Schwark
For a free consultation, contact us today