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

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.

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

Meet the team

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Learn more about The Lambert Dickson Group.

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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