Plan. Grow. Preserve.


What does this mean?

  • We provide you with customized advice and planning strategies that address your own personal objectives and ambitions.
  • Providing comprehensive planning of all kinds, and due diligence in working with all of your various advisors to ensure every aspect of your Wealth Management Plan is working together for your peace of mind.

How do we do this?

  • By being focused on providing you "Total Financial Stability; meaning that we will address all areas of Financial Planning.
    • Listening carefully for a clear understanding of your financial situation and future needs.
    • Conduct in-depth analysis of your objectives, time horizon and tolerance for risk.
    • Preparing an Investment Policy Statement with a return objective and performance benchmark that is tailored for and agreed to by you.
    • Modify and update this financial blueprint over time as your circumstances change.
  • RBC Dominion Securities Wealth Management Services is the industry leader in depth of professional resources and we leverage this.
  • Unwavering loyalty to put our client’s interest ahead of our own.
  • Transparent fee structures.
  • Customized, discretionary, and exclusive money management.

We view Asset Allocation as the most important decision in the investment process. Our multidisciplinary approach to equity investing, with a strict risk management methodology, combined with conservative fixed income management provides our clients with absolute returns with the intent of preserving their capital.