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 Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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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

Senior man planning for retirement on a laptop

Preparing for retirement: Strategies for safeguarding your portfolio against common risks

Nov 21, 2023 | RBC Wealth Management

Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.

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