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

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. 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

Businessmen

Has the Fed won the war on inflation?

Feb 03, 2023 | Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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