Your wealth is just the beginning
You’ve achieved so much in life—but there’s more on the horizon.
Are you driven to fulfill your next career ambition? Make a difference in your community? Leave a meaningful legacy? Would you like to live a legendary life of adventure, or simply retire in comfort? Whatever your goals, we’ll help you accomplish them.
Let's talk about how we can help you grow more than wealth.
Book a complimentary consultation with our team.
Who we are - Meet the team
Investment & Wealth Advisor Dana George and Associate Tracy Stephens—helping you build and preserve your wealth with integrity, courage, and confidence.
Helping you achieve your financial goals
Wealth management is about more than investments—it's about building the future you have in mind. We'll help you and your family navigate every stage of your financial life with confidence.
Professional wealth management
We take an integrated approach to your wealth that helps you protect your lifestyle, manage your nest egg, plan your retirement, create a lasting legacy, and much more.
Well-established families
When you're responsible for $1 million or more in assets, there are unique strategies worth considering: from managing your tax burden to passing on family assets efficiently. We'll help you navigate them with confidence.
Women in wealth
As a female wealth advisor, I offer a customized approach focused on your ideas and what matters most to you. It's an honour to advocate for, empower, and advise women as they take control of their wealth.
Healthcare professionals
We understand the complexities of managing your finances alongside a demanding profession. Whatever stage you're at, we'll help you build a plan that fits your career and your life.
Business owners, entrepreneurs & professionals
Running a successful company takes time and attention. Our business owner solutions help you manage assets efficiently, design a succession plan, and protect against the unexpected.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Wealth planning for health-care professionals
Whether you are a new graduate, working as an associate, running your own practice or approaching retirement, tax, financial and retirement planning will always play a key part at every stage of your career. As your personal, professional and financial situations continue to evolve, you should ensure that you’ve done appropriate planning to help you achieve your goals and objectives throughout the different stages of your professional life: The early years, The peak earning years, Preparing for retirement.
The early years
Financial planning for early-career healthcare professionals: managing debt, choosing practice options, and protection.
The peak earning years
Tax strategies and wealth building for healthcare professionals in peak earning years, including incorporation benefits.
Preparing for retirement
Pre-retirement guide for healthcare professionals: succession planning, income assessment, and estate plan updates.
Guides
Helpful guides, reports, and tools to support your wealth journey whenever you need them.
Family wealth management guide
10 strategies to help you protect your assets, reduce taxes, plan your retirement, and maximize your legacy.
Business owner's guide to wealth management
10 key wealth planning decisions for wherever you are on your business ownership journey.
RBC Wealth Management Online
Access your accounts safely and conveniently from any device with eDocuments and enhanced features.
Global Insight Monthly
An in-depth review of major market moves, RBC's investment stance, and key forecasts.
Plant a tree
Switch to eDocuments and we'll plant a tree in your honour through our partnership with Tree Canada.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Grow more than wealth
Your wealth is more than money—it's a means to achieve more, give more, and experience more. We'll help you pursue its potential, managing your investments, planning your retirement, and helping you protect your financial security and your estate.