Welcome

Our team works with many individuals, families and organizations such as Municipalities, Non-profits and Hutterian Brethren. We provide our clients with transparent and realistic wealth management stewardship and are committed to an investment process that will protect and grow your wealth.

 

What sets us apart?

 

Best Practices & Prudent Process. In an industry dominated by information overload, sales pitches, and targets, we don’t sell you anything…we prudently manage portfolios. We research industry best practices and stick to processes and strategies that have been proven successful over time.

 

Comprehensive Wealth Management. We understand that while investing is the core of wealth management, financial and estate planning are also essential to your life goals and values. Our team has Certified Financial Planners and is supported by a team of experts within the firm.

 

Experience & Expertise. Our team has over 120 years of combined experience in the financial services industry and continues to complete industry courses, seminars, and due diligence.

 

Service. We offer a service model that includes frequent market commentaries, customized performance and accounting reports, and face to face or online meetings that fit your schedule. Further, we are pleased to work with your preferred local professionals to help you achieve your objectives.

 

The stability of RBC. Experience at different firms has provided us with a strong appreciation for the vast resources and client benefits at RBC Dominion Securities. Royal Bank of Canada is one of the strongest and best-capitalized banks in the world.

 

Would you like to know more about working with our team? We currently accepting new clients from professional and client referrals as well as friends, family, and personal contacts from any member of our team. Please explore our website for more information about our team, services and processes. We look forward to meeting with you.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.