Plan your future


Value statement

We help provide financial security and peace of mind to our clients by encompassing their entire financial picture and developing a holistic wealth management plan. We customize solutions that help our clients achieve their goals. We continually work to earn the right to be our clients' primary advisor.


Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.

Let's start planning

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please complete the form below.

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Latest Insights

Writing in journal

Five ways to stay healthy through the holidays

Nov 24, 2021 | Jenny Paffel

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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Infographic of male female caregiver breakdown percentages

The cost of caregiving falls disproportionately on women

Nov 23, 2021 | RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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