“Our goal is to create and execute a plan to not only manage your hard-earned wealth, but ensure peace of mind no matter what stage of life you are in.”

– Tom Foss 

We are your financial advocates

We are private wealth advisors, experienced and disciplined professionals who can handle the most complex financial needs for your life, your business and your estate. We offer total wealth management and provide you with access to RBC’s premier specialists and resources – giving you confidence and enhancing your quality of life. We are your financial advocates; you can trust us to help guide you and your family to success.

The Power of Planning

In today’s volatile markets, wealth management is no longer just about a consistent rate of return - It is about ensuring that your financial needs at all stages of life are addressed and carried out.

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Power of Attorney

An important part of your overall plan is nominating a Power of Attorney (POA) for your finances.


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