We will work directly with you to create a customized investment plan that is tailored to your situation. We follow a highly disciplined process that focuses on your short, medium and long term goals, helping you keep on track to achieve your financial objectives, and positioning you to benefit from an integrated approach to wealth management.

Through each step we help you to discover, strategize and implement the right plan to grow, protect and conserve your wealth. 

World-class expertise

From highly qualified asset-class specialists and market strategists, to independent third-party money managers and research analysts, we can draw upon the expertise you need to manage your investments.

A world of investment opportunities

We provide access to a complete range of investment opportunities on a global basis, including equity, fixed-income, money market, mutual fund, and alternative investments – all supported by top-ranked capital markets research and investment strategy.

Investment advisory services 

We provide investment recommendations based on your investment goals, handle all transactions within your custom-designed portfolio, and provide safekeeping and custody services through our Canadian-based parent company, RBC Dominion Securities.

Discretionary investment management

We provide investment management on a discretionary basis, enabling you to delegate the day-to-day investment decisions with confidence. As required, we may act as your investment manager directly, or select and oversee third-party investment managers on your behalf.