We Build Relationships Beyond Investing
To arrange a consultation - our team will be happy to discuss your unique needs.
Whether you're looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Who We Can Help
We serve a wide range of clients from varied backgrounds and with different needs, including:
Healthcare professionals looking to achieve their financial goals at every stage of their career
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Successful business owners and self-employed professionals who need assistance managing personal and business assets
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Non-profit organizations requiring assistance managing investment assets according to specific guidelines
We work closely with legal, accounting and banking professionals. If you have any existing relationship with professionals in these areas, we will be more than pleased to work with them to ensure we're all on the same page. If you require a referral we are happy to offer you access to our extensive professional network.