Helping you create wealth in life is our life's work

For over a century we have been delivering strategic wealth management expertise. With a national footprint in the private wealth sector we are equipped with limitless account options and services to manage your financial needs through every life phase.

Portfolio Management

Portfolio Management

Our 17 Registered Portfolio Managers and over 100 Investment Advisors privately manage discretionary client portfolios for over 30,000 unique clients across Canada. With over 3 billion in assets under management, our growth has resulted from our dedication to client success and consistent profitability.

Investment and Estate Planning

Investment & Estate Planning

From the wealth building stage to the intra-generational wealth transfer and succession stage, our registered Portfolio Managers and Advisors are experts in creating forward-thinking estate plans designed to maximize your legacy while minimizing estate costs and taxes.

Advisory Services

Advisory Services

Our full-service brokerage business allows you to exercise complete transactional control over your portfolio. Our Canada-wide brokerage network of Advisors maintains the highest standard of qualification in the industry and will facilitate transactions based on your instructions.

Find a Research Capital Advisor

Our advisors recommend only the best investment options based on your objectives, without bias or proprietary pressure.

How can we help?

If you have questions, please don't hesitate to contact us. We would love to hear from you.