You have goals. We have the expertise.
Our goal is to help you protect & grow wealth through disciplined, long-term value investing strategies while utilizing the rich resources offered by RBC partners.
Leveraging rich experience in corporate strategy, private equity (as both General Partner and Limited Partner), and value investing in public markets, I bring field-tested expertise and unwavering dedication, committed to earning your trust through deeds.
Whether you are a business owner, senior executive or a high-net-worth family, if you find the below values appeal to you, I'd love to hear your story & see how I could help.
Not the terms, but the facts determine investment performance
The aim of the wise is not to secure pleasure, but to avoid pain
Over time, the growth rates of almost all technologies, products, and services slow because of saturation, obsolescence, or competition
No business is so wonderful that it can't be ruined as an acquisition candidate by increasing the price
To firstly be financially unbreakable, then you will be able to stay long enough for compounding to work wonders
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Investment Approach
All intelligent investing is value investing - Acquiring more than you are paying for
What we do
Trained in Ben Graham’s value investing philosophy, we build simple, high-conviction portfolios with low turnover, allowing the power of compounding to work in our clients’ favor over the long term.
How we do it
Whether structured through individual securities or investment vehicles like mutual funds, ETFs, SMAs or alternative strategies, we do our best to seek investments that exhibit durable competitive advantages. As we believe that partnering with these investments unlocks long-term wealth creation. This potential is maximized through
- A well-defined, evolving financial roadmap crafted by our experienced Financial Planning Specialists, along with tailored risk mitigation strategies implemented by our unbiased Estate Planning Specialists.
- A highly reliable & trusted financial services network with over 150 years of heritage in serving clients, supported by best-in-class specialists across RBC
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Who We Work With
You've built success through focus, foresight, and hard work. Now, you are looking for a long-term advisor team who brings clarity, depth of thinking, and treats your wealth with the same care as their own.
We work with:
Affluent & HNW families
Affluent & HNW families seeking a trusted partner to help preserve and grow legacy across generations
Professionals
Professionals in technology, private equity, and infrastructure who value thoughtful stewardship and hands-on experience across a range of investment structures
Business owners
Business owners navigating complexity and transition, and looking guidance on long-term planning and tax-efficient strategies
Our clients value real-world experience, someone who has invested his or her own capital and understands the responsibility that comes with managing wealth.
They also seek a partner who goes beyond investment management to proactively identify opportunities for wealth planning improvements, by drawing on the specialized capabilities of OneRBC partners in private banking, commercial banking, mortgage, financial & estate planning, and trust services.
You want a long-term relationship built on trust, insight and follow-through. That's exactly what we aim to deliver.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.