A unique team with a unique approach
We are a seasoned team with more than 45 years of combined experience in wealth management, trading, investments, wealth planning and client services.
As a client, what can you expect?
- A collaborative approach with the needs of our clients and partners driving the relationship forward.
- Our established, disciplined investment philosophy with the utmost in transparency, integrity and performance.
- The sophistication and expertise you want in a local financial advisor, with the backing of RBC Wealth Management and the Royal Bank of Canada.
We founded our team in 2005. We are a dual registered, open architecture, boutique financial advisor affiliated with RBC Wealth Management. As such, we are rather unique in comparison to our competitors, with the ability to offer the flexibility of investment advisor services for a flat fee or provide commission-based brokerage services.
We are proud to have been working with clients for more than 15 years as a team. We are also proud to be working for RBC Wealth Management, a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping our clients accomplish their wealth management goals.
We look forward to working with you to achieve your goals over the coming years and decades.