Brian Tsang
Investment & Wealth Advisor
Professional advice for every facet of your family’s financial affairs.
With over 20 years’ experience at RBC, Brian Tsang works with an extended team of highly specialized experts who can address the many complex financial issues affluent individuals and families commonly face. The team includes top accountants, lawyers, insurance specialists, financial planning consultants, commercial and private bankers, investment bankers, business valuators and mortgage specialists who are the top of their field.
You have worked hard to save and build your wealth. At Brian Tsang Wealth Management Group of RBC Dominion Securities, our purpose is to help your family protect, grow and enjoy it. Regardless of how you view your financial status, successfully navigating the ever-changing world of finance can be daunting. We are here to be your trusted partner to help you reach your goals, however you define them.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Wealth Management Services
Brian takes a comprehensive approach to helping you achieve your financial and life goals. His wealth management approach provides a clear roadmap for the future by addressing all financial aspects at each life stage. Brian will work with you, and your other professional advisors, to create a comprehensive wealth management plan for your needs and goals.
Cash Management
Brian can introduce you to our RBC Royal Bank partners who can help ensure appropriate access to required funds for various family members through private banking, cross-border banking, and trust and custody services.
Investment Management
Brian will provide personal asset allocation service, including establishment of investment policies for purpose-based portfolios, sourcing and oversight of investment managers, access to equity and fixed-income capital markets, and implementation of any alternative investment structures appropriate in your situation.
Tax Planning
Working with our wealth management experts, Brian can provide tax-planning services to help you fulfill your tax obligations, while aligning your taxable assets efficiently, including trust and holding company services, tax-exempt insurance solutions, international structures and alignment with external tax advisors.
Threat Assessment
With the help of an Estate Planning Specialist, Brian can help you with the identification and assessment of risk factors, management of unavoidable or acceptable risks, and elimination of unnecessary risk, encompassing personal and corporate insurance, income/portfolio protection, and personal asset liability assessment and management.
Corporate Services
Brian has a network of professionals in the areas of investment banking, capital markets, commercial financial services and employee/executive programs and can introduce you to these professionals as necessary.
Philanthropy
Brian provides complete administrative and advisory services for private foundations, endowments, and one-time gifts.
Succession Planning
Brian can help with the coordination of required services to help you transition the business to the next generation of family leaders, covering both business and personal interests.
Estate and Trust Planning
Brian and our Will & Estate Consultant can provide a thorough assessment of opportunities to enhance your estate plan, covering Wills, Powers of Attorney and Trusts. Based on your needs, we can provide access to estate services encompassing trust establishment and administration, estate settlement, and executor/liquidator services.
Intergenerational Wealth Transfer
Understanding the potential loss of wealth through intergenerational wealth transfer, Brian will work with you to create strategies and solutions to efficiently transfer wealth to the next generation according to your intentions, while minimizing tax implications and ultimately perpetuation family wealth across multiple generations.
Serving specialized needs
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.
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.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
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.
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.