You have dreams. We have the expertise to help make them a reality.
We help clients focus on what matters most—family, retirement, or legacy—through tailored investment advice and money management. With 60+ years of combined experience, our team, led by Chartered Financial Analysts (CFA) Craig MacKinnon and Blaine McKain, delivers customized strategies for growth, income, or capital preservation. Collaborating with RBC specialists in tax, estate, and financial planning, as well as your trusted advisors, we ensure every facet of your wealth aligns with your financial, investment, and philanthropic goals, providing comprehensive, focused wealth management.
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
It all starts with you.
Our personal approach and personalized services centre on you and begin with getting to know you, your needs and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined, team-based process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Because your wealth plan should be seamless and holistic, we also work closely with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure every financial need and life stage is covered. We also offer a premium level of discretionary investment management through our Private Investment Management service, which is only provided by a select group of highly qualified advisors.
How we do it
Our portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.