Manage, build, and preserve your wealth in the Comox Valley
As a team, we work closely with you to create a strategic and personalized investment and retirement plan. This approach is supported by the vast resources and advanced technology of RBC Dominion Securities.
Professionals at your service
Have full confidence in your vision of an ideal retirement and financial future
Our principles
The principles that guide our relationship
You drive our approach to investing
We start by listening. Your goals and priorities shape every recommendation and evolve as your life does.
Objective advice, focused on you
We provide unbiased guidance, drawing from a wide range of solutions to serve your best interests.
Risk in the context of your life
We tailor your plan to your comfort with risk and life changes—so you stay on track.
Your financial life is connected
Investments, tax, estate, & family decisions work together—we coordinate it all.
Clarity on cost and value
You’ll always know what you’re paying and what you’re getting—no jargon, no surprises.
We’re in it for the long haul
We build lasting relationships and adapt your plan as your life evolves.
What we do
We can help to plan your financial future
Discovery Meeting
In our relationship, YOU drive the approach to investing. Schedule a meaningful conversation to understand your financial picture, uncover opportunities, and give you a clear sense of where you stand - and where you can go.
Comprehensive Advice
Whether it's planning a comfortable retirement, learning about tax strategies, protecting your legacy, we can help. We provide coordinated advice across your financial life - helping you simplify complexity.
Knowledge & Experience
Our team brings over 60 years of combined experience in wealth management. This breadth of experience allows us to provide thoughtful, well-rounded and personalized advice tailored to your unique situation.
GIC rates
Competitive rates from the following institutions, each carries CDIC insurance of $100,000 per issuer
Upcoming events
AI for Better Business Operations
Wednesday October 21st 5:00-6:30pm
Please click the link above for full event details and to register
Community involvement
Supporting the Comox Valley through local involvement and giving
Terry Fox Run
Andrew & family enjoying the Terry Fox Run at Rathtrevor Beach!
Habitat for Humanity
Assisting with a local build and donation in the Comox Valley supporting Habitat for Humanity.
Past Participation
Team insights
Bi-weekly updates, quarterly newsletter and locally published articles
Past Articles & Insights
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Stay informed
Timely perspectives for your financial future
How electric power is increasingly becoming a constraint on U.S. economic growth
Bridging worlds: Tokenization connects digital and physical assets
Resource library
Practical guides from the RBC Family Office Services team
Handy financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations.
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return.
My money matters
Over 700 Articles related to Money Matters… easy search tool – or enjoy a ‘browse and learn’.
The Lara D. Austin Financial Foothold Award
"Good financial planning leads to strong, resilient, and more charitable citizens and communities" - Lara Austin
The Lara D. Austin Financial Foothold Award was established in 2017 to support students in the Comox Valley who are pursuing careers in financial services and to promote financial literacy within our community.
We believe thoughtful wealth planning and philanthropy go hand in hand. Supporting initiatives like this award is one way we give back, and we are proud to help foster the next generation entering our industry.
For clients interested in incorporating charitable giving into their long-term financial strategy, we are happy to help you explore your options through our gifting program and develop an approach that aligns with your goals.
Learn more about the Lara D. Austin Financial Foothold Award.
