Our approach to wealth management is inspired by the city we call home.
We build personalized wealth strategies with your entire financial life in mind.
From the moment you first walk through our door, we’re dedicated to gaining a complete understanding of your current circumstance and your wealth aspirations, so we can design the right plan for your family or business.
We’re not just members of your financial advisory team – we’re the coach.
Sound investing is only a piece of the puzzle. Our role is to ensure that our wealth management experts, your accountant, your lawyer, and any other experts we need for the job, are working together to design the best solution for you.
We don’t let risks, or opportunities, slip through the cracks.
Above all else, we are thorough. Every gap in your current wealth plan, any unrealized potential to get you closer to your goals, is uncovered and acted on with rigour and process.
We’re coaches, problem solvers, and drivers of your financial success.
We are all math lovers and puzzle-solving enthusiasts. We’re passionate financial coaches, relentlessly meticulous strategists, and dedicated learners of new industry best-practices. Our team has the experience, expertise, and network to protect your financial future, yet it’s these ingrained traits – and wealth management approach – that set us apart.
Chris Delorme
Robert (Bobby) Kurz
Jennifer Gunning
Wealth management
We believe a proper wealth management strategy ensures you and your family make the most out of life, and live completely free of financial stress or uncertainty.
Delivering on that requires much more than a sound investment portfolio – it requires that we act as the dedicated coach to your greater advisory team. With your financial plan and business summary as a core, we collaborate with the best specialists in the industry to incorporate tax minimization, legal and estate planning, wealth transfer solutions, and much more, into your total wealth strategy.
The Financial Plan
After a rigorous discovery process, we can evaluate your financial situation and zero in on all the ways to strengthen it. This is where an all-encompassing Financial Plan becomes the key to your success, acting as a systematic road map and coordinating all the moving parts of your complex financial life. And, as coaches, we ensure all your professionals – like your accountant, lawyer, and the wealth management specialists of RBC – have a seat at the table.
The Business Owner Summary
Business owners know that balancing family, lifestyle, and business is a juggling act that doesn’t always leave room for money management. We take care of your financial life for you, starting with The Business Owner Summary. It provides a detailed snapshot of the state of your business – uncovering opportunities to minimize risk, solidify business goals, and manage personal and corporate wealth more tax-efficiently.
Wealth management doesn't stop there
High-net-worth & business specialist planning
For the most complex situations, we engage RBC’s high-net-worth specialists and business owner specialists to contribute to strategies relating to tax, estate, business and retirement planning for affluent business owners.
Insurance strategies
Insurance can provide tax exempt growth, effective transition of wealth to future generations, and protection for the future of your wealth and estate. Our Estate Planning Specialists expertly leverage a vast range of insurance solutions to enhance your total financial picture.
Will & estate services
Working with your own lawyer and an RBC Will and estate specialist, we identify opportunities to protect, simplify, and grow your estate so that the legacy you’ve built for future generations is an enduring one.
Credit & lending solutions
Our banking partners specialize in providing highly tailored credit and lending solutions, for everything from business sales or acquisitions, to general money management, to navigating other major purchases.
Our commitment to you
With an intimate understanding of your top priorities, we lead some of the industry’s brightest minds on a mission to protect and enhance your wealth. With our help, your family and business will be supported by an iron-clad strategy, ongoing monitoring, and a meticulous team that lets nothing slip through the cracks.
Investment process
There is no one-size-fits-most formula. Your investments are as unique as you are, and should be respectful of your preferences while tailored to your goals.
We’re passionate about investment management as a vital core to any effective wealth strategy, and our investment philosophy is simple: We go for singles and doubles vs. swinging for the fences. By prioritizing preservation and steady growth, we can focus on building long-term financial health and avoiding unnecessary risks.
A rigorous process for meaningful results
Discover
To build a portfolio that considers every aspect of your financial situation, we focus on asking the right questions, helping you understand the investment opportunities available to you, and, most importantly, listening to your diverse set of desires, needs, and preferences.
Build
Our process for selecting the right investments for the right set of objectives is to first understand the 12-18 month market outlook and financial strength of each company. We then leverage the insights of leading analysts at RBC, and other industry experts, to ensure we’ve looked at each investment from every angle.
Adjust
We follow proven investment asset allocation techniques that align your goals and circumstances with your tolerance for market volatility. The result – a diversified portfolio that focuses on steady returns while minimizing risk.
Inform
By managing investments on behalf of our clients, we are able to stay adaptable, maintain active oversight, and give you back valuable time to spend on the things most important to you. All the while, we keep you well informed of your investment performance and strategy for the future.
Details matter
Our attention to detail and process-driven approach allow us to deliver on one of our team’s key goals: helping you feel confident in your financial future, and freeing you to focus on your family, business, hobbies, or any other way you’d like to spend your time.
Insights
