Working with us

We do not manage investment accounts on a discretionary basis nor does the group charge any annual fee for their investment advisory services. We provide safekeeping services for all securities with no direct fee from our group. The client’s only cost would be normal brokerage commissions whenever they buy or sell a security. We have found that long- term investors like this management style.

Our clients have access to a complete range of products that can help a client with their specific financial goals — exactly what a client expects from a leading financial services company. This includes fee-based managed and advisory accounts through RBC Wealth Management’s® Investment Advisory Group, when suitable to a client’s objective.