RBC Mobile
Royal Bank of Canada
FREE — On Google Play
View

Desbiens Wealth Management Group

Personalized wealth management and financial strategies to help protect, grow and preserve your wealth.

A street in Old Montreal, Quebec.
You've got dreams. We have the expertise to help make them a reality.
Call (514) 876-2783 or fill out the contact form below and we’ll be in touch.

We help you make sound financial decisions

Helping you achieve your financial goals is our raison d'être and our priority, and it's something we focus on every day of the year. Our efficient, passionate team helps us do just that by providing personalized wealth management, and attentive service. We establish solid financial and estate plans for each of our clients, and our long-term investment strategies help them benefit from regular, stable returns, regardless of day-to-day market fluctuations.

Ready to get started?

The first step is a conversation

Professionals at your service

Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.

advisor modal

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

Our priority is to provide you with innovative, high-performance solutions, backed by a team that understands and anticipates your financial needs. Our commitment is simple: To provide you with reliable service, transparency and professionalism, and wealth management that matches your ambitions.

How we do it

We implement a disciplined approach to portfolio management with a long-term methodology tailored to each client's unique objectives. Our comprehensive wealth strategies and tax-efficient estate plans also help individuals and families achieve greater peace of mind and financial confidence.

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.

Professional investment management
Multi-generational support
Risk management

Overcoming challenges, capitalizing on opportunities

Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build. 

A desk with financial charts and graphs scattered around. A magnifying glass focuses on a stock market chart. Nearby are a pen, glasses, and a laptop.

Asset management

We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.

Two individuals exchanging documents over a desk with paperwork, a pen, and a calculator in view. The scene conveys a professional, collaborative atmosphere.

Tax planning

We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.

Business meeting with two people focusing on laptops and documents on a wooden table, conveying a professional and collaborative atmosphere.

Business growth

We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.

A worker in a blue uniform and yellow hard hat inspects large metal pipes stacked in a row. The scene conveys a sense of industrial focus and scale.

Workforce support

We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.

Two professionals in white shirts review a document in an office setting. One points at the page, highlighting details in a collaborative manner.

Succession planning

Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.

A woman in a striped shirt is joyfully preparing breakfast in a bright kitchen. Nearby, a man sits on the counter, smiling and relaxed. Egg cartons, fruit, and juice are on the island. Natural light streams through large windows, creating a warm, cheerful atmosphere.

Retirement planning

Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.

Our clients

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.

Medical professionals

Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.

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.

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.

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.

Executives

C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.

Guides

Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.

family icon

Family wealth guide

Ten strategies to build and protect your family’s wealth

business icon

Business owner's guide

Ten key decisions for business owners

estate planning icon

Estate planning guide

How planning for tomorrow – today – can help your estate aspirations

financial planning icon

Financial planning facts

Comprehensive list of key information, such as deadlines, contribution limits, and tax facts

checklist icon

Retirement checklist

Handy resource geared to help you make the most of retirement

tax icon

Tax reporting guide

Summary of the important dates and tax information required for your annual tax return

GIC rates

View the latest GIC rates from various financial institutions

Insights

Read the latest on markets and more from our team as well as experts and thought leaders at RBC.

Checklist pencil paper in page

Choosing an executor: Four characteristics to watch for

RBC Wealth Management
Senior couple talking cottage dock

Financial planning checklist for older Canadians

RBC Wealth Management
Black senior woman executive overlooking office window downtown

Financial planning: Six key areas of focus

RBC Wealth Management

Get in touch

Email: simon.desbiens@rbc.com
Phone: 514-876-2783







Consent to contact*
Please be advised that any information sent through this form is not considered secure and privacy cannot be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.