RIA: Certified Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Nova Scotia
- Ontario