It is our goal to gain a thorough understanding of what our clients want out of life, their aspirations and their financial circumstances. We leverage these insights, and our investment management expertise, to bring our clients comprehensive wealth management solutions. Our team of experts -- in estate planning, tax planning, insurance solutions, business succession planning and more -- works closely with us to help manage, grow and preserve your wealth.
Catherine has been my wife's and my financial planner for several years. Her expertise about markets, investments and trends instills confidence in the recommendations she presents; we have never been disappointed. Catherine's competence shines as she asked the right questions and above all anticipates our concerns. She is amazingly prompt, always approachable, super friendly, personally caring and a patient listener. Our choice to have Catherine work with us through out pre-and post-retirement has been most positive experience.
-Bernard

It is such a pleasure to be a client of Catherine Arcand because she consistently displays the highest level of professionalism, astute financial insight and thoughtful personal care. She really gets to know you so she can tailor a plan to meet your goals. If you call her she calls you back. Not when she has time but as soon as humanly possible. Her understanding of the big picture as far as markets and portfolio go is broad and deep. She keeps in regular contact and does everything so we don't have to. My wife and I are often saying how lucky we are to have Catherine taking such good care of s and out family's future.
-Graham

Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personalized approach starts with understanding you, your needs, and your goals.
Every client is unique, and we believe your wealth management should be too. We begin by taking the time to truly understand your situation, priorities, and goals. From there, we recommend a carefully constructed portfolio built on proven, disciplined strategies designed specifically to achieve your objectives.
But we don't stop there. We also connect you with our extended team of specialists who can support you across estate planning, tax optimization, insurance solutions, business succession planning, and beyond. Your wealth deserves a comprehensive, personalized approach—and that's exactly what we deliver.
We're committed to ensuring every client has:
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.