Collaboration is the core of our business.


It starts with you. We will take the time to learn and understand who you are and what is important to you. This ensures that the strategies and solutions that we present for your consideration support your goals, beliefs, and your long-term needs.

 

You don’t get one of us, you get all of us. Each of our clients works with either Dennis or Ngaire as their primary advisor, but every recommendation and planning solution that we present to you comes from our entire team. We are five people who each bring a different skill set and a different perspective to the table. We believe that together we deliver better ideas, better strategies, and a better overall experience for our clients.

 

Collaboration extends beyond you and our team. By working with your accountant we help you keep more of what you earn. Working with your lawyer, we will ensure that your goals for your estate will be executed with maximum efficiency so that your beneficiaries see more and the government sees less. We believe that by partnering with best in class money managers we can build a portfolio that over the long term will fully participate in the upside of the markets, meanwhile reducing the bumps along the way.

 

RBC Dominion Securities is Canada’s leading full-service investment firm. Our partnership with our firm gives our team and our clients access to top-ranked capital market research. The money managers that we recommend are first vetted by an investment committee through a multi-step due diligence process. We can draw on the expertise of our in-house lawyers, accountants, financial planning specialists, and other experts.

 

If our approach is something that you would like to learn more about, we welcome you to call any member of our team to set up a meeting. Thanks for stopping by.