Our Commitment to You

Our Commitment to You

We will always have a team member available to assist you. If you have an unexpected request for funds, need to place a trade, or simply have a general inquiry, our team of 5 licensed individuals will always have someone ready to respond.

We believe in frequent and open communication. We will keep you informed of any changes that are relevant to your personal circumstance, and will walk you through each step of your wealth journey.  We will never make assumptions on your behalf.

We will be proactive with the management of your portfolio, and stay current with any changes in the market or your personal circumstance.  If you have an upcoming life event that requires accommodation, we will leave ample time for planning to ensure you have exactly what you need.

We will always handle your affairs with sensitivity and discretion. We respect your privacy, and the confidentiality of our relationship.

We stand behind our investment philosophy, and we stay committed to the plan we have uniquely created for you.  We value quality and we stand behind the value of the investments we recommend.

We appreciate how hard you have worked for the assets you have accumulated and will always manage your wealth and handle your affairs in the most professional manner.
We welcome the opportunity to work with your unique situation.  If you don’t know where to begin, or are looking for a second opinion of your current investment strategy, please contact us for a complimentary consultation.
Contact us

Your Service Plan

As a valued client, here is what you can expect of your service plan from our team, going forward:
  • Multiple portfolio reviews and touch points throughout the year
  • Regular reporting, including monthly statements which detail your account and portfolio activity
  • On-demand transfers directly to your bank account as soon as the next day
  • A systematic savings plan to help augment your portfolio, and/or systematic withdrawals to supplement your cash-flow needs
  • 24/7 access to view your accounts and portfolio holdings via RBC DS online.  Your account statements and tax documents can also be found here
  • A complete tax package prepared and sent directly to you, or your accountant, during tax season
  • Access to research articles and how-to guides published by our firm on a number of relevant topics
  • A comprehensive financial plan, which models various scenarios and provides peace of mind through stress-tested variables

We look forward to working with you through all the milestones in your life!