Our clients

With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.

A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.

Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.

Divorce can be emotional, which is why it’s important to look after your well-being, financial and otherwise. We’re here to support you and help you make the right financial decisions in the midst of change.

Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.

Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.