Collin Zwickel
Senior Investment & Wealth Advisor
Our Approach to Wealth Management
I believe that wealth management extends beyond portfolio management. While we offer full-service portfolio management, this is just one component of a client’s comprehensive financial strategy. Our comprehensive approach to wealth management gives you access to all the solutions and services you need to achieve your financial goals. This means we provide more than just investment advice and money management —we help protect your lifestyle and business, manage your nest egg, create your legacy and more.
2024 “Raising the Bar” award recipient
This year, Collin Zwickel received the coveted Zajac Night’s “Raising the Bar” award, which recognizes individuals who not only excel in their professional endeavours but also prioritize making a positive impact on society.
Client Testimonial
“Collin reached out to me over the phone – I normally don’t take calls but I’m glad I took this one. He caught me at the right time as I was transitioning out of my business. Reflecting back to my early dealings I was most impressed with Collin and his team by the level of detail, professionalism and communication. Fast forward to today, Collin continues to push the service bar higher where it seems like he’s always one step ahead making things really easy for my family and I.” -Brian
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 personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
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.