"We enhance your wealth and preserve your purchasing power through a balanced wealth management practice that focuses on objective investment advice, financial planning, and estate planning.

Our goal is to protect your family, your lifestyle, and to help you achieve financial comfort by creating a clear roadmap for your future while addressing your complete financial situation during the different stages of your life."

We Provide Clarity, Insight, and Partnership.


Whether you're investing for a business, organization or yourself, We can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options.
 
As Investment Advisors at RBC Dominion Securities, we would be pleased to speak with you about your financial objectives. Please feel free to contact us today.


David Vannucci

Vice President, Investment and Wealth Advisor