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Welcome

Our goal is to help our clients build and preserve their wealth by providing individually tailored investment solutions and strategic long-term guidance.
 
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals. Cathy has over 25 years of experience managing investment portfolios for individuals, private corporations, foundations and trusts.
 
Prior to joining RBC Dominion Securities in 2001, Cathy was a partner, director and co-founder of a leading independent investment boutique in Toronto. Before that, she was a vice-president and advisor with a national brokerage firm.
 
Cathy's extensive experience in both boutique and national firms gives her the perfect combination of skills to provide you with customized investment management while drawing on the vast resources of Canada's leading wealth management provider.
 
Working with Cathy, you gain financial peace of mind knowing that she takes a conservative, value-based approach to investing that helps to protect your wealth as well as grow it.
  
Contact us today to find out more about how Cathy and her wealth management team build and preserve your wealth.
 
Click  here for a full copy of Our Team, Our Investment Process and Wealth Management Services.