As an Investment & Wealth Advisor at Canada’s leading wealth management firm, Riley translates clients’ unique circumstances, needs and values into a concrete, fact-based strategy; implementing that strategy through a diligent investment management process. Riley leverages his wealth planning expertise, strong educational foundation, principles of sustainable investing, and the institutional strength of RBC Dominion Securities to help individuals, families, business owners, executives and professionals achieve their goals.
Province Residing: Nova Scotia
Dan offers a caring approach to helping individuals and organizations achieve their financial goals. He believes that the key to building long-term relationships is offering full-service wealth management solutions.
Whether he is dealing with an individual’s retirement savings or an organization’s investment account, Dan takes pride in tailoring each investment portfolio to be reflective of the investor’s financial goals, mission statement, values and philosophy. Incorporating responsible investing principles is paramount to this process.
Dan embraces responsible investing for its ability to deepen conversations and relationships while enhancing the long-term, sustainable performance of portfolios. Simply put, he believes that responsible investing is better investing.
With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships built on trust, integrity, and exceptional client service. Whether you are looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life.