Our Core Beliefs to Help You Manage Your Financial Affairs:

  • If you aspire to have a “Sleep Well Portfolio” you must aggressively manage the downside risk and the upside will take care of itself.
  • We help clients develop wealth management plans to live life to the fullest and to protect a family from financial dysfunction in the final days of life.
  • Without an ongoing process to manage wealth, chaos is often the result.
  • In uncertain times it takes courage to stick to your investment discipline. Courage of conviction is an important ingredient to avoid panic and the costly decisions that result.

How We Work With You 

We have found there are generally three broad types of relationships we have with clients.
  • Delegator – “You manage it for me”: Like the owner of a professional football team you don’t have time to manage the team’s business and the day to day operations of players at the same time. Solution: You hire coaches. Since what you do in life is more important to you than the day to day management of your serious money, you hire a team of financial coaches to come up with the game plan, implement the plan and make tactical changes as the game of life changes to realize your goals and dreams.
  • Planner and Seeker – “Let's collaborate”: Like a business looking to merge with another business, you want to find a good partner. You have a good understanding of the markets and devise your own investment ideas. In turn, you want a 49% partner to bring ideas to your attention as well and then make your own decision.
  • Savvy Skeptic – “I can manage it”: You are someone who aspires to manage your own assets based on your own research and does not want the help of a professional. However, we have found many clients who may have handled their own affairs for many years come to a crossroads in life. For example, they may experience the loss of a loved one, the fear of not having someone to help a surviving spouse or child, or a desire to have more time to pursue another one of life’s conquests.
What type of relationship do you prefer?

Perhaps, you fit somewhere in between these general categories?

Email brookhillsinvestmentgroup@rbc.com or call us at 1-866-463-1022 for a consultation to discuss the relationship you would like to establish with us.

Wealth management professionals

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.

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Credit Solutions Consultant


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Wealth Management Consultant


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Wealth Strategist


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Trust Consultant


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Wealth Management Consultant


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Wealth Planning Consultant


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Private Wealth Consultant