More than investment advice

Beyond stocks and bonds

We look beyond stocks and bonds to consider opportunities in real estate, private placements, insured investment programs, alternative investments and private shares to ensure your assets work together to minimize risk and make progress towards your goals.

Empowered investing

Every single investor should be able to express, in their own words, what their overall wealth strategy is. We prioritize your education and understanding in every recommendation we make.

Keeping the future in focus

We take pleasure in hosting social and informative events that help you better comprehend tomorrow’s growth stories in emerging technology and emerging markets.

Global reach and perspective

Our team specializes in providing planning, advice and solutions to investors who own property outside of Canada.

Roots that run deep

We have managed wealth and risk for over 35 years, with our roots beginning at a major Canadian pension fund.

Protecting your data

With the ever-present threat of fraud and identity theft, maintaining your privacy is a chief concern for our team.

Examining every angle of your wealth

Our industry-leading partners at RBC Wealth Management can help you design a total wealth strategy that incorporates lifestyle protection, retirement planning, business succession planning, intergenerational wealth transfer and legacy creation.

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