Our partnership was established in 1992 with the belief that our shared knowledge and experience would help our clients reach their goals more effectively. Today with over $1 billion under management, we have expanded our team to eight dedicated professionals with over 125 years of combined investment experience.
- Our three experienced partners ensure full-time portfolio coverage and the benefits of shared knowledge and decision making.
- Our Associate Wealth Advisor connects you to our extended network of specialists, and collaborates with your existing professionals to integrate your wealth management strategies.
- Our client services team is dedicated to addressing your inquiries and managing any administrative needs.
What we offer :
- Partnership investment discipline
- Total return approach to your customized portfolio
- Careful execution of orders
- Tax-efficient strategies
Wealth Management Services
- Family wealth management
- Comprehensive, personalized financial planning
- Will & Estate consulting
- Tax and insurance-based solutions
- Regular portfolio reviews and updates for your personalized service plan
- Online access to your accounts and statements
- A dedicated team that is always accessible
Preferential access to our RBC Partners
- RBC Banking and services
- Royal Trust - executor and trustee services