A Wealth Management Boutique within Canada’s Leading Bank


By employing a disciplined, meaningful and personalized approach, we gain a deep understanding of your family’s unique circumstances and guide you along the path towards your financial objectives.

Our philosophy

We believe the best financial strategy is the one that positions you on the right path to achieve your goals.

Supported by all of RBC highly accredited financial specialists, we will work with you to establish and promote strategies designed to fulfill your financial objectives and address any concern you may have.

From individuals and families to business owners and executives, our group is highly experienced in working with substantial wealth.

Meet our team

Louis Morissette, CFA

Senior Portfolio Manager


Theo Morissette, BASc

Associate Wealth & Investment Advisor