Let us help you grow more than wealth


Value statement

As your assets grow, so do the challenges of managing them. We understand these responsibilities and can help simplify your experience by providing common sense solutions to meet your financial needs. We take the time to listen to you and then design a plan to help achieve a secure future. Regardless of what financial stage you are at - building, preserving, or distributing wealth - you will feel confident knowing you are well prepared to achieve your goals.

We are partnered with the extensive resources of RBC Wealth Management, a world-class leader in financial services, to coordinate and tailor your financial needs. Together we can offer the expertise of many professionals who provide specialized technical and analytical support as required. Our wealth management professionals include Trust and Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Certified Financial Planners and Insurance & Product Specialists.


Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

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 our approach, we would love to hear from you.  To set up a consultation click on Contact .

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.