Tim Cowdrey

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Personalized service, with your goals in mind

How we serve you

My team and I believe in maintaining a service offering that is unique, unmatched and irreplaceable. We take the needed time to create and maintain long-term client relationships by understanding of each client’s wealth strategy and investment tolerance. We are focused on family values, with an emphasis on connecting with all of our clients and their loved ones. When you have helped clients for as long as we have, you develop a system that revolves around listening to clients, staying current on all industry trends and events and loving what we do. Since 1995, we’ve managed investment portfolios with an emphasis on appropriate balance, diversification, goal-based risk tolerance and return objectives.

How I serve you

I have more than 30 years’ experience providing trusted financial advisory and concierge wealth management services to families, retirees, closely held business owners and corporate executives. I focus on developing personalized strategic plans designed to provide clear solutions for retirement planning, investment management, risk management (insurance) and financial life balance. 

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

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 my approach, I would love to hear from you.  To set up a consultation Contact Me.