Anthony Cheung, CFP, CIM, FCSI
Senior Portfolio Manager
Meaningful relationships based on the principles of trust, expertise and service.
We assist individuals, families and businesses with the creation and preservation of wealth. This includes investment portfolio management, retirement and estate planning, tax guidance, insurance-based wealth protection, and business succession strategies.
We take time to fully understand where you are today and where you want to be tomorrow and beyond. Together, we will create a personalized road map to help achieve your financial goals.
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
What we do
As experienced private wealth advisors, our team is committed to handling and decoding the complexities that come with wealth. We offer important access to RBC Dominion Securities’ premier specialists and resources.
Our understanding of changing markets allows our team to offer a variety of expertise to enable us to respond strategically in the context of your goals. We are dedicated to providing ongoing advice to help you build your wealth.
How we do it
Our comprehensive, disciplined approach to wealth management goes beyond portfolio management. This is active wealth planning and net worth analysis that incorporates personal financial planning, insurance needs, and Will and estate planning.
Private Investment Management is our premium level of discretionary, integrated wealth management. This level of care and attention to detail will allow you to delegate the management of your financial affairs with confidence and ultimately, to truly realize the potential of your wealth.
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.
Our clients
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.
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.