Tap into the Strath strength
At the Strath Group, we believe there’s strength in numbers. Decades of experience have shown us that multiple voices are exponentially better than one. The Strath Group is led by four investment advisors – Stacey, Andrew, Alex, and Scott – who are supported by a team of associates and assistants. By putting our heads together, our sizable, close-knit group is able to multiply our perspective and magnify our service to you.
The Strath Strength
Like any family, the Strath Group has expanded organically over time, adding to our number as we’ve grown. And like any family, we’re not afraid to disagree. We draw our strength from our diverse points of view and opinions, informed as much as by our personal life stage and life experiences as by our particular industry credentials and professional experience.
Scott Mosher
Stacey Burgess
Andrew Horton
Alex Ruel
Supporting our clients means many things. Most important is providing a clear understanding of financial matters to bring you peace of mind.
– Alex Ruel, Portfolio Manager & Wealth Advisor
Investments
Intergenerational thinking for multigenerational horizons
We apply highly informed and diversified thinking to create and actively manage an investment portfolio for you, one that is poised to serve your family for many years to come.
In-house expertise
We never outsource investment decisions. Our investment committee – comprising Andrew, Scott, Stacey, and Alex – puts more than 70 years of collective industry experience to work for you.
Quality above all else
We are business owners, not speculators. We invest our own money and that of our clients in high-quality companies. We favour businesses with free cash flow and proven track records of success, especially those that pay shareholders dividends.
Built to last
Your portfolio is built for the long term. We take a macro view of the markets, striving to understand where the economy is headed. We take into account every relevant factor, from profitability to sustainability, in every investment we make on your behalf.
Innovative yet intentional
We are constantly reading and analyzing, bringing forth investment ideas from widely varying sources. Alex, Stacey, Scott, and Andrew meet regularly and frequently. Through consensus decision making, the investment committee proceeds with decisions all – not most – agree upon. We then adjust your portfolio as needed, always balancing opportunity and risk.
When no one is around to challenge you, you can fall victim to circular thought. That’s a very dangerous thing in investing. In being accountable to one another, we are accountable to you.
– Andrew Horton, Senior Portfolio Manager & Wealth Advisor
Wealth management
Partnering with you
By joining the Strath family, you’re entering into a partnership marked by open and transparent communication with your best financial interests at its heart. We shape our approach to every client, pooling together suitable resources and experts from various streams across RBC to serve your specific circumstances and goals.
Tax solutions
Education
Insurance solutions
Charitable giving
Retirement planning
Credit & lending
Estate planning
Financial planning
Our clients are like family. We never take our responsibility to you for granted. Your wealth is just as important to us as our own.
– Stacey Burgess, Senior Portfolio Manager & Wealth Advisor
Resources
Stay in the know
Explore this page to find relevant information, from educational guides to the latest market take from the Strath Group.
Educational guides
Financial planning facts
A comprehensive list of key deadlines, contribution limits, and tax rates to help you stick to your financial plan.
Insights
Dreams, goals, objectives – whatever you want to achieve, we have the resources to help you make it happen.
– Scott Mosher, Senior Portfolio Manager
Ready to dive in?
It starts with a simple conversation and flows from there.
Email:strathgroup@rbc.com
Phone:604-257-7324