Turning clarity into confidence—and confidence into action
It's easier to move with confidence when you can see the full picture, not just of your wealth, but of what it’s meant to support. We help bring that picture into focus, giving you the clarity and conviction you need to think bigger, act bolder and invest better.
HOW IT WORKS
A strategic path forward
We create personalized Roadmaps that connect every part of your life—business, finances, family—to your future goals in one cohesive plan, so every decision you make moves you in the right direction.
Discover
We start by getting to know you—your values, your goals, your vision. This level of discovery goes deeper than most clients expect, but it’s how we build an inspirational Roadmap that reflects the full reality of your life, not just your balance sheet.
We plan for every possibility, so you’re ready for anything. Each step is intentional, transparent and tailored to you—which helps build the procedural trust our team is known for. It removes uncertainty and replaces it with comfort and confidence, so you have more time to focus on the opportunities ahead.
—Robert A. Di Iorio, Senior Portfolio Manager & Wealth Advisor
BEHIND THE NUMBERS
Become a better investor
Better decisions start with a better perspective—and providing you with that is a central part of our mission. Drawing on decades of insight, we create content designed to deepen your financial understanding and inspire your path forward. From timely market analysis to practical planning strategies, our podcast, blog and classroom sessions offer a well-rounded view of the forces shaping the world of wealth.
How we make decisions
We use a data-driven, systematic approach to scoring risk and opportunity, but the real discipline is applying those principles consistently, especially when markets are loudest. The families we work with look for a process that doesn't bend when things get messy, and that's exactly what we deliver.
Planning your legacy
Legacy planning only works if it becomes action. We champion extensive follow-through and have cultivated a dedicated team to act as a connector between you, the next generation and your professionals, so things move forward in a way that feels seamless.
Our full service wealth management
From investment management to personalized financial planning, estate strategy and insurance protection, our team works tirelessly to create a seamless, integrated wealth strategy.
Your wealth management Roadmap
A Roadmap isn't just a plan—it's clarity in complexity. In this video, we walk you through how Di lorio Family Wealth creates personalized Roadmaps that organize every piece of your financial life, and keep your whole family moving forward together.
Tune into our latest podcast
We chat with entrepreneurs, executives and other industry leaders to bring clarity and real-world context to complex financial trends and ideas.
Browse our blog
Explore our written insights and reflections on market developments, key learnings, long-term investment themes and more.
Enter our classroom
Uplevel your financial knowledge with these short, focused lessons that explain investing concepts in a clear, accessible way.
Special Episode
The New Wealth Advisor with Marc Gingras
OUR TEAM
Taking you further, together
The best outcomes don’t happen in silos—they happen when we work in sync towards a shared goal. That was our intention when we built our team: to bring in specialists with unmatched expertise and collaborative mindsets who are deeply committed to our clients. Together, we connect the dots between where you are and where you’d like to be, coordinate the details to get you there and give you the confidence to seize further opportunities along the way.
Robert A. Di Iorio
Jeffrey Lynn
Claudia Pulizzi
Melissa Baronello
Jordan Glazer
Chrisoula Papoutsakis
OUR PARTNERS
Specialists who strengthen your plan
We work seamlessly alongside a trusted circle of RBC experts and external professionals to bring every part of your wealth and life into alignment. Carefully selected by our core team for their specialized skill sets and proven judgement, each partner adds depth, perspective and practical support to our planning and decision-making process.
Private Banking Professional
Delivers a personalized and comprehensive banking experience with access to advanced credit solutions that integrate seamlessly into your plan.
Financial Planning Specialist
Leverages advanced planning expertise to generate long-term wealth projections and turn your priorities into actionable and measurable next steps.
Will & Estate Consultant
Works closely with you to build a clear, tax-conscious estate plan that reflects your values and provides lasting support for your loved ones.
Business Advisor
Offers expert perspective and practical support for your business at every stage—aligning today’s strategies with tomorrow’s goals.
Insurance Specialist
Assesses your needs and recommends smart, tailored insurance coverage to help protect your family, business, future and legacy.
External Partners
We collaborate with your accountants, lawyers and other trusted professionals to keep every part of your plan aligned and moving forward.
Think bigger. Act bolder. Invest better.
Email:diioriofamilywealth@rbc.com
Phone:514-878-5115