Our core philosophy
Wealth should make life simpler and more fulfilling—it should give you more time with the people you love and greater freedom to pursue your passions. Guided by that belief, our approach goes beyond the numbers to see the full picture of your wealth and how it can better support your lifestyle today while building towards your goals for tomorrow.
OUR COLLECTIVE EXPERIENCE
Working together, thinking ahead
Leveraging our diverse perspectives and complementary experience—from wealth strategy and portfolio modelling to financial planning—we work together to provide proactive, well-rounded advice tailored to each client’s unique needs and goals.
Greg Thompson
Rob Smith
Meredith Milne
Parth Taneja
OUR COORDINATED APPROACH
Defining a clear path forward
We take a coordinated approach to managing your wealth—connecting tax, portfolio, retirement, estate, insurance and business strategies in a single, clear path forward. Through a disciplined planning process and personalized investment framework, we deliver proactive, multifaceted solutions that simplify complexity, keep your finances aligned with your lifestyle and leave you feeling confident about what comes next.
WEALTH PROCESS
All-encompassing plans
Our wealth management process is built on thoughtful planning, open communication and ongoing partnership. From our first conversation, we take the time to understand what matters most to you, then design and implement a tailored strategy around it, integrating every element of your finances.
Connect
Before we sit down for your initial discovery session, we’ll connect with you to introduce the team, gain a high-level understanding of your needs and explain what you can expect from the process. We’ll also share helpful resources, including directions to the office and a list of suggested documents to bring to the first meeting.
Connect
Before we sit down for your initial discovery session, we’ll connect with you to introduce the team, gain a high-level understanding of your needs and explain what you can expect from the process. We’ll also share helpful resources, including directions to the office and a list of suggested documents to bring to the first meeting.
INVESTMENT FRAMEWORK
Lifestyle-aligned portfolios
We combine our decades of investing experience with the insights of highly accredited money managers to build dividend-first portfolios that aim to grow steadily, preserve capital and drive consistent results. Every investment is carefully selected to suit your comfort with risk, current lifestyle and long-term vision.
Prioritizing growth
We expand your wealth through a disciplined multi-manager approach aimed at building towards your goals for the future while creating a greater sense of security today.
Driving income
We create a reliable, tax-efficient income stream to help you maintain your preferred lifestyle throughout retirement.
Reducing bias
We strengthen your portfolio with a quantitative approach that counteracts natural decision-making biases and broadens your access to opportunities.
Our content & commentary
Clear perspectives on today’s most relevant topics
Life gets busy, so it isn’t always possible to keep track of everything happening in the markets. But many of our clients still want to understand the highlights—what’s happening right now and why it matters—which is why we created Fast Five. This ongoing series of bite-sized conversations with subject-matter experts offers a quick, clear look at emerging trends in the world of wealth. Hosted by our very own Greg Thompson and Rob Smith, these videos explore everything from artificial intelligence and alternative investments to long-term financial planning considerations and beyond.
Our educational resources
Helpful tools for every stage of your financial life
This curated collection of guidebooks is designed to help you navigate key moments in your financial life with greater clarity and confidence. Whether you’re planning for your family’s future, preparing for retirement, managing a business or exploring ways to leave a lasting legacy, these resources offer practical insights to support stronger decision-making today—and lasting well-being tomorrow.
10 strategies to build and protect your family’s wealth
Proven ways to safeguard assets, reduce taxes, plan for retirement and strengthen your family’s financial future.
The business owner’s guide to wealth management
How to structure, grow, transition and protect your business in order to maximize your personal wealth and well-being.
Your estate: Planning for tomorrow, today
Actions you can take now to help you preserve your assets, protect your estate and leave a lasting legacy.
How to set a charitable giving strategy
A step-by-step guide to identifying meaningful causes and integrating charitable giving into your financial plan.
Maintaining your Will throughout your lifetime
A breakdown of what to consider when preparing your Will—and how to keep it current as your life evolves.
A generational approach to financial literacy
Age-based strategies to help children and young adults develop lifelong financial responsibility and confidence.
Our upcoming events
Opportunities to learn, connect and engage
Throughout the year, we host a number of events that bring clients, community members and industry specialists together to explore both timely topics and enduring themes that impact your wealth. From emerging market trends to actionable planning strategies, each session offers a welcoming environment to deepen your financial understanding and connect with fellow attendees and experienced professionals who are here to help.
Our community impact
Creating lasting change close to home
Giving back to the community is a responsibility we take seriously and a privilege we never take for granted. It’s also fundamental to who we are as a team. Through meaningful support of—and collaboration with—high-impact local initiatives, we strive to create tangible change and strengthen the well-being of individuals and families across Manitoba and beyond.
A selection of causes we proudly support
Nearly two decades ago, our team—which has long championed the important work being done at the Knowles Centre—partnered with the organization to launch their annual Charity Croquet Classic. The only croquet tournament in Winnipeg, the event raises funds that go directly towards providing safety, treatment, and paths forward for children and young adults who have faced repeated trauma and hardship.
CONTACT US
Let’s start the conversation
Reach out for a complimentary portfolio review and to learn more about how we can simplify and strengthen your financial life.
Email:greg.thompson@rbc.com
Phone:204-982-3459
Toll-free:1-800-463-9775
Making your trip as easy as possible
It’s always a pleasure to welcome clients, prospects, partners and friends into our office. If you’re joining us for scheduled meeting, here’s everything you need to know to plan your visit—from directions and parking instructions to where to check in when you arrive.
3100-201 Portage Ave.
Winnipeg MB, R3B 3K6
Please note: When you arrive at 201 Portage Ave., take the high-rise elevators to the 31st floor, where our reception team will be ready to welcome you.
