We Build Relationships Beyond Investing

To arrange a consultation - our team will be happy to discuss your unique needs.

Contact us

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.

Our Approach

As a client of ours, you should know that our ultimate goal is to make sure you achieve your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies built with a planning process and are always looking for the most cost-efficient, high-value ways to manage your money.

Our Process

Creating Your Personalized Portfolio

We use a five-step process to help you achieve your investment goals and objectives

  1. Set your investment objectives

  2. Create your personalized investment policy statement

  3. Build your portfolio

  4. Monitor and rebalancing

  5. Keeping you informed along the way

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.

Let's chat

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