Value statement

"America is too great for small dreams." - Theodore Roosevelt

We are a team of investment professionals providing world-class advice and global wealth management services around the globe to a select group of clients who have substantial net worth. Dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs, we utilize the vast resources of RBC and RBC Capital Markets to provide financial strategies that address the various and unique aspects surrounding significant wealth.


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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

Driving toward the horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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