Times may change. Commitments don’t.

Decidated to our clients

We are dedicated to the highest standards of professional excellence. Focusing on providing superior unbiased advice and unparalleled service, we actively work with high net worth individuals, their families, foundations, and small businesses to help achieve their financial goals. We believe that through a consultative approach, we can help investors achieve their financial goals. Together we create and implement comprehensive wealth management strategies that focus on accumulating, protecting, and transferring wealth.

Our core philosophy is to preserve capital while providing a competitive return on assets. Besides what our practice offers, we also have access to global specialists through our parent company, Royal Bank of Canada, which can help address even the most sophisticated financial situations.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Are you ready for retirement?

Retirement is a time for travel, volunteerism, favorite hobbies, educational opportunities and other things that are important to you. But have you given thought to the dependable income stream you need to fully enjoy these activities?

Whether retirement is a future dream or a current reality, it’s never too soon — or too late — to develop an income plan to see you through your post-career years. And now is the best time to do it, because the earlier you start, the more you gain from the advantages of time and flexibility. Comparing and contrasting the advantages and cautions of these retirement income strategies is a good place to start.

Contact us with questions or to schedule an appointment: (651) 228-6931.

Take the next step today

Please contact us to discuss your present situation, your retirement income planning, or review your current investment portfolio in more detail.

Meet Dan Hocking

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Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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