What makes you unique makes all the difference

Whether starting a lifetime of savings or preparing for the next chapter, every client relationship begins the same way: with a conversation. Because getting to the heart of your financial journey requires individual insight to move forward successfully.

At Attune, we know meeting your goals takes strategies aligned to your life that yield lasting results, not cookie-cutter solutions and short-term thinking. It takes a personal touch that begins the moment you meet with our team and the flexibility to adjust course when life throws you a curveball.

We are uniquely dedicated

Disciplined process

Our in-depth process demands intensive attention to detail. We take a thoughtful approach to constructing your portfolio, with an emphasis on diversification to help mitigate risk throughout your financial journey.

Personal approach

For us, communication is essential. We strive to know you and your family deeply, particularly the goals and dreams that make each of you unique. We learn about you through in-depth discovery sessions, ongoing conversations and regular check-ins. As your financial advocates, we work every day to be your first call for any financially related matter.

Goal-driven strategies

We run on your timeline, not ours. We tailor our methods to your unique goals and circumstances. Whether you’re running a business, navigating divorce or recovering from the death of a spouse, preparing for retirement, creating a legacy or beginning your investing journey, your portfolio will always include sensible planning horizons and strategies for your specific needs and any necessary course corrections along the way.

Global resources, local management

At Attune Financial Advisors, we are your local financial team with the resources of a global enterprise. Our affiliation with Royal Bank of Canada gives us access to an international network of research, technology, insights and strategies. We use these resources to monitor market dynamics, looking for opportunities that advance your financial journey, as well as sharpen our skillset.

Investment management through Portfolio Focus®

All accounts are managed by Attune Financial Advisors under RBC’s discretionary portfolio program, Portfolio Focus. You’ll find that this approach allows us to manage your portfolios with your specific goals in mind, while providing the diversification we believe every portfolio needs. You’ll also enjoy comprehensive reporting capabilities, with an all-inclusive, asset-based cost structure.

New client experience

While every client is unique, our time-tested onboarding process aims to uncover everything we need to make your financial goals a reality—and find lasting success.

Your financial objectives: We listen to your story, your goals and your needs to better understand how we might create portfolios that fit you and your personal circumstances.

Gather current financial information: The best plans have a well-defined starting point. We gather as much specific financial information from you as possible to illustrate your current situation.

Develop strategies now and into future: After analyzing your financial present, together we start planning your future with methods that give you the freedom to clearly see the impact of varying future scenarios.

Implement a thoughtful and creative tactical approach: Using our in-house insights, personalized investment strategies and global firm-wide resources, we begin to implement our plans, creating the portfolios that become the cornerstone of your financial journey.

Providing professional service and resources: We help you review your financial picture in light of changing circumstances, both personal and market-driven. And, of course, our team places a special emphasis on meeting your administrative needs.

Start the next phase of your financial journey

Let’s get to know one another. Our team is available to review your portfolio, learn about you and your financial goals and answer questions about our approach.

Let's start a conversation today.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Planning Consultant


advisor

Wealth Management Consultant


advisor

Senior Vice President, Director of Portfolio Advisory Group


Let's start a conversation

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