Quality. Care. Consistency.
At D’Angelo Private Wealth, we prioritize our client’s needs and focus on delivering first-class service with expert advice to help them achieve their goals. Our boutique approach, coupled with the extensive resources at RBC’s disposal, allows us to provide bespoke, high-quality wealth management solutions consistently and with great care. We believe there are no shortcuts to success, and continually take the long route to ensure that all corners of your financial picture are covered and that you and your family are set up for success.
Your “financial tailors”—experts in the art of custom-made financial strategies
As your “financial tailors”, our team custom fits our strategy to your unique requirements. We measure your level of risk, align your aspirations, and personalize our services to suit your needs and values. Then, we’ll collaborate with our extended team of specialists to stitch together a tailored wealth and investment management strategy to help you achieve your goals.
Francesco Joseph D'Angelo
Evelyn Yin
Mederlyn Frias
Jenny Kong
Our services
Orchestrating our services to suit your unique needs
We understand that wealth can get complicated—which is why we at D’Angelo Private Wealth offer an elevated approach to organizing, managing, and enhancing your financial picture through a highly personalized and carefully guided process. We believe that there are no shortcuts to success and take the long road to ensure we get you to the right place. With compassion and care, we’ll listen to your goals and orchestrate our services to suit your specific needs so you can get back to the things you enjoy most in life.
Our services:
Financial planning
Will & estate services
Cross-border services
Business planning
Family trust services
Charitable giving
Tax planning
Succession planning
Retirement planning
Insurance solutions
Our strategy
Turning stories into strategies and portfolios into roadmaps to your future
We believe every strategy begins with a story: who you are, what you need, and what you believe in. After a detailed discussion about your values, risk tolerance, and personal aspirations, we’ll utilize the expertise of our in-house specialists and the tools and resources at our disposal to build a tailored portfolio suited to your goals and vision of the future. Then, through active asset allocation, diligent portfolio monitoring, and consistent rebalancing, we’ll connect the dots between where you are now and where you want your wealth to take you.
We provide:
- Private Investment Management (PIM), with emphasis on individual ownership of stocks.
- A boutique approach to client meetings, honouring face-to-face conversations with our full, undivided attention.
- Full transparency in everything we do, acting in your best interest at all times.
- First-class services and expert advice, with access to institutionally acclaimed tools and resources.
- Financial education for you to better understand how your investments will support your future goals.
Our goal is for our clients to have a great customer experience. It would bother us otherwise—they should always be well served.
—Francesco Joseph D’Angelo, Senior Portfolio Manager & Investment Advisor
The D’Angelo Daily
