Advice that goes beyond investing.
Our group of professionals take pride in helping individuals and families achieve greater peace of mind and financial confidence with all-encompassing wealth strategies. We take a prudent approach to risk management and utilize a disciplined process when it comes to portfolio management with a clear, objective, and long-term methodology, tailored to clients’ unique goals. We are committed to providing a personalized experience for our clients and strive to build meaningful, long-term relationships with them and their families that last through generations.
Professionals at your service
Leaning on experience and industry accreditation, our team of experts help bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized services centers on you, and begins with getting to know you, your needs and your goals.
What we do
Comprehensive Wealth Management can be complex and requires proper utilization and implementation of the following 5 key pillars.
Investment Management: Customized portfolio construction based on risk tolerance, asset allocation, and, in some cases, a discretionary mandate for active management.
Financial Planning: Long-term strategies, including retirement income planning, cash flow management, and budgeting.
Tax Planning: Proactive strategies to minimize tax liability through deferred accounts, tax-efficient investments, and staying updated on legislation.
Estate and Legacy Planning: Structuring assets to ensure efficient transfer to heirs, including wills, trusts, and philanthropic goals.
Risk Management: Utilizing insurance and other tools to protect assets against unforeseen events.
We work with our clients to ensure that all aspects of their financial goals are covered.
How we do it
By working with clients we are able to gain a firm understanding of their specific needs and objectives. Bolstered by the resources of RBC Dominion Securities we are able leverage our knowledge and experience to craft a plan that it customized to the individual. This plan will encompass all areas of wealth management and help provide peace of mind while guiding their financial and estate planning journey.
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.
Community Involvement
Community support is extremely important to us. We maintain a steadfast commitment to supporting diverse charitable foundations and community organizations.
The RBC Charitable Gift Program
The RBC Charitable Gift Program is designed to make it easy to support charitable causes that are important to you, while potentially receiving significant tax advantages.
Client resources
Business Owners
Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well.
Estate Planning Checklist
Helping your family settle your estate
The last thing you want your loved ones worrying about is tracking down records of assets, accounts, policies, liabilities, legal contracts, and other documents required to settle your estate.
Let us help you!
Comprehensive Wealth Management
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.