Aaron Fennell, MBA, CFA
Portfolio Manager & Investment Advisor
Enabling your best future
What do you imagine for your future? Does it bring you optimism? Does it bring you anxiety? Do you wonder what is possible or what is out of reach?
Do you feel overwhelmed by your investment options? Do you struggle to cut through the noise of the markets and the economy and geopolitics?
Our team understands that the complexities of life sometimes make it difficult to find clarity in your wealth management strategy. We understand that financial matters can be overwhelming. The complexity of each decision, whether it be about your specific investments or your broader wealth management strategy, can prevent you from taking important action. We help you take action so that your goals become your reality.
At RBC Wealth Management we have relationships with many senior tier investment managers covering traditional public market securities like stocks and bonds, as well as a suite of alternative investment categories including private equity, private credit, private real-estate and infrastructure. A judicious combination of these tools, appropriate to your situation, will ensure that your portfolio can reliably support your financial goals.
Professionals at your service
Leaning on experience and industry accreditation, our team of experts help bring financial peace of mind to clients like you.
It all starts with you and where you want to be.
Once you have a destination in mind, sometime you need a map, sometimes you need to plan a route and sometimes you need a guide to get you there.
What we do
We start by learning about you and your family and what is important to you. We then leverage the extensive tools and resources available at RBC Wealth Management to answer the specific questions that are relevant in your unique situation and develop a credible plan. From there we build and maintain a portfolio that balances the need for a strong rate of return to support your plans with the need to minimize the risks. This is achieved through careful asset allocation, manager selection and diversification.
How we do it
You have life goals and financial resources. We first help you understand your life goals and create an understanding of what is possible in your life. Then we use your financial resources to build a investment portfolio that supports those goals in a reliable way. Then we make sure it actually happens.
The Precious Metals Bullion Program
Throughout history, precious metals like gold have been regarded as a safe haven for wealth. Today, gold remains highly sought after for its enduring value and as a proven way to reduce risk by diversifying assets. With the Precious Metals Bullion Program, you can hold gold, silver and platinum bullion as an asset in your RBC Dominion Securities investment account, while physically storing your bullion with the Royal Canadian Mint.
Learn more about the The Precious Metals Bullion Program here.
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
Our Resources
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.