We measure success by our clients' satisfaction


What you can expect

Our team works with high net worth individuals, family-owned businesses, and public and private companies. We especially enjoy multi-generational family relationships as well as working with corporate executives planning for retirement. We work with our clients over long periods of time helping them preserve and grow their wealth.

We often begin relationships by assessing our client’s unique and comprehensive financial picture by developing a wealth management plan that aligns with their goals. We deliver an investment strategy designed to achieve those goals.


Investment philosophy

Our philosophy is to provide each client with a customized approach to their wealth management plan. Too often we have seen inconsistent results by investors who randomly choose investment ideas. Many times they end up with significant underperformance due to lack of an overall strategy that would provide focus in difficult times. It is our intent to utilize strategies that provide our clients with a consistent approach throughout a complete market cycle.


Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

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