Welcome to our website
Good, solid, customized wealth management planning isn’t rocket science. But, it does eat up the most precious commodity of all; your time. Our goal is to lift the frustration and time consumed worrying about your family’s financial well-being from your shoulders and put it squarely on ours. Using broad-based experience and state-of-the-art planning techniques along with the backing of a professional, full-service organization, we can help you build and preserve the wealth that will allow you to sleep well at night while living your dreams during the day.
On a high level, our investment strategy is simple. Based on your own risk tolerance and investment time horizons, we determine the percentage of your assets that should be in low volatility, income producing securities and the percentage that should be invested in growth oriented equities.
In the fixed income arena, in general we favor the use of low-cost individual bonds rather than bond funds.
In the growth arena, we are fee-based and invest our clients using a methodology that combines fundamental macro-economic analysis from RBC Wealth Management’s world class analysts, and quantitative modeling, to produce an integrated strategy that takes advantage of sectors we believe are in a long term uptrend.