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 2022Global Insight 2023 Outlook

The expected recession from an investment perspective. Read the full economic outlook in the latest Global Insight 2023 outlook.

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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

Schlossbruecke bridge berlin at dawn - Global Insight 2023 Outlook Europe

Global Insight 2023 Outlook: Europe

Dec 05, 2022 | Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

Read more