It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.


How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

planning, partnering, portfolio management.
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

 

Max Kilian

Portfolio Manager

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587-679-3382

How can we help?

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