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 Team
  • 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 :
Investment Management
  • 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
Communication
  • 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