As a boutique portfolio management team backed by one of the world’s strongest financial institutions, we offer a distinctive approach to wealth management. Our clients benefit from tailored, relationship-driven advice alongside the depth, stability, and global resources of RBC, creating a structure designed to grow, protect, and transition wealth with intention.
Our Growth portfolios are designed for long-term, growth-oriented investors with at least a 3 to 5 year time horizon who can tolerate short-term market fluctuations. These portfolios invest primarily in a diversified mix of mid- and large-cap equities, with the flexibility to include fixed income based on market conditions and individual risk preferences. The objective is to grow capital over time through a disciplined, risk-aware approach, targeting strong long-term returns relative to benchmarks. No leverage is used.

High-income portfolios are designed for investors focused on consistent cash flow, typically with at least a 3 to 5 year time horizon. The objective is to deliver tax-efficient monthly income, with some capital growth to support long-term spending needs.
Portfolios are built using a diversified mix of dividend-paying equities and income-generating fixed income securities, selected based on each client’s risk profile. The fixed income component may include investment-grade and higher-yield securities, rather than relying heavily on traditional options like GICs or government bonds. No leverage is used.

KWM Momentum portfolios (CAD & USD) are designed for ultra-high-net-worth investors seeking enhanced returns with a portion of their overall strategy, while accepting periods of meaningful volatility.
These portfolios follow an aggressive, momentum-driven approach, investing in high-conviction themes through a mix of individual equities and ETFs positioned to capture upward trends. Risk is managed through disciplined position sizing and sector diversification, rather than traditional valuation metrics.
In pursuing higher growth, portfolios may realize elevated taxable capital gains.

The Money of Business Podcast, hosted by Isaac Tolwin, features in-depth conversations with leading experts across the alternative investment and advanced wealth planning landscape. Each episode explores alternative asset strategies, sophisticated tax planning, insurance solutions, and holistic wealth management techniques, offering practical insights and thoughtful analysis designed to help listeners better understand how complex financial strategies are applied in the real world.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
What our clients are saying
It is now clear to me why my wife chose this team to work with as your passion and talent for your work shines.
~ H. S., New Client
Mark is an honest, solid, hard working financial advisor.
~ A. H., Client since 2000
Mark is a reliable and dependable financial advisor who looks at the big picture and for long term, solid returns rather than the quick buck.
~ J. B., Client since 2009
His advice has always been well thought out and to the point and I am looking forward to working with Mark for many years to come.
~ B. H., Client since 2006
Mark has always put my portfolio's interests first and he has always been responsive to my questions and concerns.
~ L. S., Client since 2002
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.