Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

  • Discretionary investment management
  • Institutional investment consulting
  • Wealth planning, including:
    • Retirement planning
    • Education funding
    • Estate planning
    • Charitable gifting
    • Enhancing your lifestyle
    • Life insurance and long term care insurance planning
  • Access to private banking and credit services through City National Bank
  • Access to RBC Capital Markets services and products

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

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For more information on the Lambert Dickson Group, please contact us.

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Learn more about The Lambert Dickson Group.

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 | Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more