Through market cycles. Across generations. Beyond expectations.

 Contact:250-729-3207

As Canada’s largest provider of wealth management services, we believe that the value of investments is both personal and monetary. Because there are various aspects of managing wealth, we take a coordinated approach to doing things.

It’s what makes us different. 

 Our services are designed for clients who have reached the stage in their financial affairs where they require experts to support them, a firm with the global bench strength able to keep up with the pace of their changing needs.

External Parties Rate Us Very Highly   

RBC GAM - TopGun Investment Team Source: Brendan Wood International - 2021/2022 Top/Gun Investment Minds

Best for Wealth Transfer Succession Planning Source: Asiamoney Private Banking Awards 2022

 Best Private Bank for Innovative Client Solution Source: Family Wealth Report Awards 2021

RBC I&TS - #1 Overall Custodian Source: Global Investor ISF Global Custody Survey 2021    

Outstanding Global Private Bank in N. America Source: PBI Global Wealth Awards 2021 

Best Institutional Trust or Fiduciary Company Source:WealthBriefing Euro Awards 2022

Whether you’re wanting to maximize resources, preserve capital, protect wealth, minimize tax, create income, transfer wealth to future generations, or leave a legacy, we can provide the path for you to successfully achieve your goals.  We have a diversified business model with a focus on innovation, delivering leading performance providing exceptional wealth management experiences.