Alistair Toward, CFA
Investment Advisor
SAVE MORE. INVEST SMARTER. UNDERSTAND THE DIFFERENCE.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
THERE IS A BETTER WAY
We are a results oriented team of experienced Wealth Management professionals committed to offering the resources designed to meet your needs for the wealth you have earned.
We bring process, discipline and diligence to the often confusing investment arena by redirecting emotional energy and focus to areas that are universally important. Well-defined goals, a structured investment process, proper tax and estate planning, and risk management are essential ingredients for our clients' success.
WHAT WE BELIEVE
There is a vast difference between investing and savings.
Equities are the best investment for protecting your long term purchasing power.
Fixed Income is a necessary risk management tool.
While most Canadian investors are over weighted in the Canadian market, many of the best investment opportunities exist outside of Canada.
Discipline, process and a long term perspective are the most important factors for investment success.
OUR PROCESS
Define - Through deep and thorough conversation, we help our clients define, articulate and prioritize their long-term goals.
Organize - Once these goals are laid out, we work closely with our team of internal specialists, together with your other subject matter experts (Accountants, Tax and Legal Specialists), to put structure and process around your goals.
Implement – Diligent execution, institutional portfolio management, ongoing communication and reviews ensure that we remain on track.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.