Bruce Crowle, FCSI
Senior Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our goal is to be here for our clients in order to help them achieve their life goals.
What we do
We work with our clients to understand their need to save and invest for the short or long term, and then we develop the right strategies to help them get there. A coordinated and efficient approach, since various aspects of your wealth are interconnected, we bring it all together and lead a coordinated plan by working in partnership with your legal and tax advisors to ensure all your solutions are working towards the same goals - your financial success.
How we do it
We put your most important interests first - we believe the more you know the better positioned you are to understand what you want out of your investments. This will help us tailor our investment strategies to your needs and interests.
We offer our clients expert advice for all their financial needs. We work with your existing professionals and our network of lawyers, accountants, and RBC partners to help you reach all your wealth management goals.
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
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.