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We believe that what sets our team apart is not just our skill at helping you plan for tomorrow, but also our ability to execute that plan with excellence. Following the mantra of “organize, simplify, plan,” we put that statement into practice every day, in collaboration with our partners across RBC.
We utilize a process-led approach to help you organize your financial picture and ensure you remain on track to meet your financial objectives, whatever they may be.
We aim to reduce complexity wherever possible, taking care of the day-to-day so that you can focus on your other priorities.
We keep your personalized wealth plan at the heart of everything we do, allowing it to serve as our guide as we work to build and protect your wealth.
No two clients are the same. We take the time to understand what’s truly important to you, and align those needs with a unique Investment Policy Statement (IPS). Then, we leverage the knowledge and skill set of our in-house investment committee – Paul Winestock and Dan Childerhouse – to turn that plan into tangible results.
We tailor your tax-efficient investment strategy to align with your risk tolerance and long-term goals, as well as your personal or organizational values.
We manage your portfolio through an advisor-driven approach that allows us to take advantage of fast-moving market opportunities.
We’re experts in our field, leveraging over 70 years of experience between two portfolio managers.
