It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

You have worked so hard to be where you are. We can help you continue to build your wealth, as we draw a roadmap to your financial dreams. My job is to map out your route for you, search for the right financial solutions, and execute them with continuous monitoring and re-evaluation in order to keep you on track.

How we do it

We offer a consistent and personalized tax-smart investment process based on a strong value-based investment philosophy. Our goal is to help you grow, manage and protect financial wealth that lasts for generations.

Our family office service approach

 

Our team of skilled professionals can help meet your personal and professional needs in all wealth management areas, from tax planning strategies to investment management.

How we serve your wealth in its entirety

 

Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?

 

The first step is a conversation

Contact us today