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
