Putting you first – always


As one of RBC’s premier wealth management firms, our team takes great pride in simplifying the complex world of wealth for our clients with strategic guidance and a long-term view. We offer honest, insightful, and personalized financial advice for affluent families, business owners, and professionals who prefer a customized wealth management experience.

Who we are

We believe that confidence comes from experience. With almost a century of combined experience, our agile team is committed to serving your every financial need.

Meet the team

Our commitment

As guardians of your wealth, we continuously strive to make you feel comfortable and confident in your financial decisions through thoughtful and tailored advice.

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Investment solutions

Through a proven solutions-based approach, we create a customized portfolio that suits your financial needs and your lifestyle.

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Wealth services

We bring our diverse perspectives and skillsets together to provide you with a one-stop wealth management solution, from investment management to financial planning.

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Are you confident in how your wealth is being managed?

Confidence begins with understanding how your wealth works for you.

Let us show you