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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Take 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

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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