Where global markets experience meets personal wealth.
With over two decades of global capital markets experience—trading billions annually for institutional clients such as Goldman Sachs and JP Morgan — Adrian delivers institutional-level insight with the focus of a personal advisor. His clients benefit from direct access to a multidisciplinary team — including an accountant and lawyer in addition to investment management — through RBC Family Office Services. Combined with financial planning clarity through myGPS, tailored portfolio construction via A+ Portfolios, and estate and legal consultation for long-term protection, Adrian along with the extended network of RBC specialists, ensures every decision is coordinated, deliberate, and results-driven.
Professionals at your service
At the center of Adrian’s practice is a family office approach — a framework where he directs the process and is supported by the full strength of RBC’s network of specialists.
Integrated wealth management, directed with precision.
Adrian, along with his network of RBC specialists, provides a family office approach anchored on three pillars: disciplined investment management, comprehensive tax and financial planning, and advanced estate strategies.
What we do
Every client begins with a projection of their financial future. For most, this means myGPS — a powerful RBC platform that answers key questions about wealth longevity, risk, and family security. For ultra-high-net-worth clients, we use Compass, an in-depth plan that models complex holdings, corporate structures, and multi-generational strategies. Investment portfolios are tailored to each client’s objectives, risk tolerance, and time horizon, while access to tax and estate specialists ensures every part of wealth is coordinated into one cohesive plan.
How we do it
Adrian focuses on ensuring every pillar works in unison for his clients. Investment Management: Through A+ Portfolios, clients access institutional-quality managers, tax-efficient strategies, and disciplined execution. Financial & tax planning: With Family Office Services accountants, clients gain strategies to help minimize tax and optimize cash flow. Estate planning: Family Office lawyers provide will and estate strategies to help protect and transfer wealth.
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.