Arjun Ramanan
Investment Advisor
Money is personal. Your wealth plan should be too.
Work with investors who want more from their hard-earned savings: alignment with their values, clarity about their future, and confidence in the decisions they’re making today.
Whether you're just starting out, building wealth, buying a home, starting a family, or planning for a meaningful retirement, I help turn your financial questions into a clear pathway. My approach blends professional investment management with thoughtful, values-based advice—so your money works for you and the future you care about.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Invest with purpose and confidence
Our tailored approach and suite of wealth management services are centred on you and begin with getting to know you, your needs and your goals.
What we do
Together, we create personalized financial strategies grounded in your goals, values, and lifestyle. We focus on what you can control, not the headlines—so you can move forward with clarity and confidence, no matter what the markets are doing.
Environmental, Social & Governance (ESG) factors are a central focus for us. We believe in the advancement of women as well as climate-focused mandates to ensure we are creating a positive impact.
Financial literacy and investor education are two hallmarks of our practice. We take the time to ensure you fully understand your plan to give you the confidence you need!
How we do it
We start with your story. Our discovery process is designed to uncover what matters most to you, while also helping you create a better financial future. Together, we'll address your past investment experiences, incorporate your family's aspirations, and find new opportunities to optimize your tax strategy and minimize fees.
My team and I will build you a customized wealth plan that provides reliable solutions. Whether you are retired and need an income solution, or you are new to investing, we design a portfolio tailored to meet your needs and align with your values.
Included in your relationship with us is a full suite of wealth management services. By collaborating with our internal partners, we bring the full strength of RBC to you to help ensure your finances—and your family's—are 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.
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.