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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.

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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

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.

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Family wealth guide

Ten strategies to build and protect your family’s wealth

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Business owner's guide

Ten key decisions for business owners

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Estate planning guide

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

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Financial planning facts

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

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Retirement checklist

Handy resource geared to help you make the most of retirement

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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.

Toronto Canada waterfront from island

2025 Midyear Outlook: Canada

July 22, 2025
|
Matt Altro, CFA and Luis Castillo
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

Get in touch

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







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