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.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
Knowing that each client is unique, we take personalized approach to wealth management. Once we truly understand your situation and needs, we recommend a portfolio built with a proven, disciplined approach, and designed to achieve your specific goals and needs. We also leverage our extended team of experts to work on estate planning, tax planning, insurance solutions, business succession, and much more.
We strive to make sure every client has a:
Personalized investment portfolio, with a fully transparent fee structure
Tax-efficient investment strategy
Customized, up-to-date financial plan (and has been offered a fully digital experience)
Current Will, Power of Attorney and Personal Directive
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.