Navigating you through the complexities of your wealth

 

Through our multifaceted, time-tested approach, we act as a trusted friend and guide as we help individuals, families, professionals, and foundations move toward their goals. We work to serve your wealth in its entirety, and adhere to sound risk and compliance processes to protect our clients along the way.

 

Planning your journey

There’s no one-size-fits-all solution for our clients – we tailor our solutions directly to your needs. Whether you’re looking to start with a financial plan, need guidance on Wills and estates, or want to optimize your tax strategy, we’re here to help, alongside our specialized partners.

 
 

Implementing with excellence

Our investment philosophy is simple: buy quality assets with proven management teams that are leaders in their respective fields. We focus primarily on companies that pay regular dividends, diversified across industries to maximize stability through changing market conditions, and leverage the insights and resources of RBC as we go.

Private Investment Management

As accredited Portfolio Managers with CFA designations, David and Fraser are part of a select group of RBC Dominion Securities advisors able to offer Private Investment Management (PIM). This advisor-led solution allows clients without the time, interest, or knowledge to:

  • Take advantage of timely investment opportunities by delegating day-to-day portfolio management.
  • Benefit from the support and insights of an extensive team of RBC Dominion Securities professionals.
  • Enjoy peace of mind with enhanced due diligence procedures that minimize risk and ensure effective compliance.
  • Fully customize their portfolio offerings, taking into account income needs, risk tolerance, asset allocation, and more.
 
 

Adjusting the route ahead

When challenges or changes roll in, we’re here to help you weather the storm. Our frequent reviews will ensure your financial plan remains relevant and applicable through all life stages, with your values and goals always remaining top-of-mind.

What does wealth mean to you?

 

Let’s work together to find out.

Get in touch