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Submitted URL: http://www.hillyardstephen.com/
Effective URL: https://ca.rbcwealthmanagement.com/hillyard.stephen/
Submission: On March 15 via manual from IN — Scanned from NL

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    <p style="text-align: center;"><u><strong><span style="font-size: 24px;">The Hillyard Stephen Group at RBC Dominion Securities</span></strong></u></p>
    <p style="text-align: center;">We are a multi-advisor wealth management practice based out of Victoria, BC, Canada</p>
    <hr>
    <p style="text-align: center;">The vast majority of our clients are successful Business Owners and well capitalized Institutions.</p>
    <hr>
    <p style="text-align: center;">We also have a niche investment business that serves Canadian expatriates.</p>
    <hr>
    <p style="text-align: center;">Financial Planning, Investment Management, and Insurance are our core competencies.</p>
    <hr>
    <p style="text-align: center;">We embrace technology and innovation but also value old fashioned service and relationship management.</p>
    <hr>
    <p style="text-align: center;">We work hard everyday to grow and protect our client's capital.</p>
    <hr>
    <p style="text-align: center;">We strive to always provide access to the full spectrum of investment, hedging, and risk management&nbsp;options available.</p>
    <hr>
    <p style="text-align: center;">We work very closely with our client's legal, accounting, and other professional advisors.</p>
    <hr>
    <p style="text-align: center;">We collaborate closely with RBC Private Banking, RBC Commercial Banking, and other RBC entities to deliver a seamless "family office" type experience.</p>
    <hr>
    <p style="text-align: center;">We believe in full fee transparency and in delivering significant value for that fee.</p>
    <hr>
    <p style="text-align: center;">We treat all of our clients&nbsp;like family.</p>
    <hr>
    <p style="text-align: center;">We believe that every client should have a written Investment Policy Statement (IPS) and that all non-institutional clients should have a written financial, business, and estate plan.</p>
    <hr>
    <p style="text-align: center;">We are proud to operate as a part of Canada's largest, oldest, and most successful wealth management firm: RBC Dominion Securities</p>
    <hr>
    <p style="text-align: center;">We are honoured to work with our existing clients and are humbled by the faith, trust and confidence that they put in us everyday.</p>
    <p>&nbsp;</p>
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THE HILLYARD STEPHEN GROUP
OF RBC DOMINION SECURITIES

Wealth Management Focused on Professionals, Business Owners & Institutional
Clientele

 * Home
 * Our Team
    * Jeremy Stephen, CFP, CIM, BBA (Finance)
      
    * Matt Hillyard, FMA, CIM
      
    * Jessica Russell, BA, CFP
      
    * Matthais Wilke, CFA, BComm (Finance)
      
    * Emily Black
      
    * Jackson Gray, BComm (Intl. Business)
      

 * Our Clients
    * Business Owners
      
    * Health Care Professionals
      
    * Institutional Clients
      

 * Investment Management
    * Private Investment Management
      

 * Financial Planning
    * Retirement Options Using Surplus Corporate Cash
      
    * The Individual Pension Plan (IPP)
      
    * The Retirement Compensation Arrangement (RCA)
      
    * Estate Freeze
      

 * Insurance Planning
    * Life Insurance
      
    * The Three Uses of Life Insurance
      
    * Living Benefits Insurance
      
    * Insurance Based Investments
      

 * Macro Commentary

 * 
 * RBC Dominion Securities Inc.
 * Sign in
   * Client Login
   * Online Banking
 * Home
 * Our Team
   * Jeremy Stephen, CFP, CIM, BBA (Finance)
   * Matt Hillyard, FMA, CIM
   * Jessica Russell, BA, CFP
   * Matthais Wilke, CFA, BComm (Finance)
   * Emily Black
   * Jackson Gray, BComm (Intl. Business)
 * Our Clients
   * Business Owners
   * Health Care Professionals
   * Institutional Clients
 * Investment Management
   * Private Investment Management
 * Financial Planning
   * Retirement Options Using Surplus Corporate Cash
   * The Individual Pension Plan (IPP)
   * The Retirement Compensation Arrangement (RCA)
   * Estate Freeze
 * Insurance Planning
   * Life Insurance
   * The Three Uses of Life Insurance
   * Living Benefits Insurance
   * Insurance Based Investments
 * Macro Commentary

The Hillyard Stephen Group at RBC Dominion Securities

We are a multi-advisor wealth management practice based out of Victoria, BC,
Canada

--------------------------------------------------------------------------------

The vast majority of our clients are successful Business Owners and well
capitalized Institutions.

--------------------------------------------------------------------------------

We also have a niche investment business that serves Canadian expatriates.

--------------------------------------------------------------------------------

Financial Planning, Investment Management, and Insurance are our core
competencies.

--------------------------------------------------------------------------------

We embrace technology and innovation but also value old fashioned service and
relationship management.

--------------------------------------------------------------------------------

We work hard everyday to grow and protect our client's capital.

--------------------------------------------------------------------------------

We strive to always provide access to the full spectrum of investment, hedging,
and risk management options available.

--------------------------------------------------------------------------------

We work very closely with our client's legal, accounting, and other professional
advisors.

--------------------------------------------------------------------------------

We collaborate closely with RBC Private Banking, RBC Commercial Banking, and
other RBC entities to deliver a seamless "family office" type experience.

--------------------------------------------------------------------------------

We believe in full fee transparency and in delivering significant value for that
fee.

--------------------------------------------------------------------------------

We treat all of our clients like family.

--------------------------------------------------------------------------------

We believe that every client should have a written Investment Policy Statement
(IPS) and that all non-institutional clients should have a written financial,
business, and estate plan.

--------------------------------------------------------------------------------

We are proud to operate as a part of Canada's largest, oldest, and most
successful wealth management firm: RBC Dominion Securities

--------------------------------------------------------------------------------

We are honoured to work with our existing clients and are humbled by the faith,
trust and confidence that they put in us everyday.

 







Contact information


Jeremy Stephen, BBA (Finance), CFP, CIM

Senior Portfolio Manager & Wealth Advisor
jeremy.stephen@rbc.com
Phone: 250-356-3975
Cell: 250-356-3977
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


Matt Hillyard, FMA, CIM

Senior Portfolio Manager, Financial Planner
matt.hillyard@rbc.com
Phone: 250-356-3976
Cell: 250-356-3977
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


Jessica Russell, BA, CFP

Associate Wealth Advisor & Financial Planner
jessica.r.russell@rbc.com
Phone: 250-356-4757
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


Emily Black

Administrative Assistant
emily.black@rbc.com
Phone: 250-356-3977
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


Matthais Wilke, CFA, BCOMM (Finance)

Investment Advisor
matthais.wilke@rbc.com
Phone: 250-356-3470
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


Jackson Gray

Marketing Associate
jackson.gray@rbc.com
Phone: 250-984-9015


The Hillyard Stephen Group
of RBC Dominion Securities Inc.

hillyardstephengroup@rbc.com
Phone: 250-356-3977
Fax: 250-356-4880
Toll-Free: 1-888-773-4477


--------------------------------------------------------------------------------

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Suite 500
Victoria BC, V8W 3Y7

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