My commitment is to surpass your expectations. My strategy combines skill, knowledge and experience.
"I’ve been an Investment Advisor since 1997 and during that time, every conceivable market condition has arisen – the three most significant being the collapse of the NASDAQ in 2000, the 2008/09 world-wide recession and most recently, the once-in-a-lifetime pandemic-fuelled market declines and subsequent recovery. Throughout these periods, and in times of growth, I’ve focused on preserving capital while providing tax-efficient returns for my clients. Together, we have had great success because we’ve implemented financial plans that are consistent and sound.
I can promise you, throughout all of the years we work together, you will never find another advisor who cares more about you and your family, or who is more dedicated to the realization of your financial goals. I vow to invest your capital as prudently as I do my own. I commit to telling you the unvarnished truth, especially when you might not want to hear it. Finally, I will never state I can do something I can’t, nor will I tell you I am going to do something, then not do it. If we work together in this spirit of shared trust, there is nothing within reason we can’t achieve. Perhaps the most important thing is you’ll never have to worry again. That’s what you’re hiring me to do."
– Libby Hunter
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
In today’s constantly changing and volatile market environment, your financial affairs are often difficult to organize and manage. Libby’s goal is to help you sift through the financial “jargon” and myriad of investment products, while at the same time determining what will work for your particular needs. She and her team will build a plan based on appropriate asset allocation, your tolerance for risk, your expectations for growth, and your desire for income and safety of capital.
How we do it
Your comprehensive plan – an overview
Identify your goals and risk tolerance
Your investment strategy is built on short and long-term goals. Together, we will document and prioritize them.
The critical factors analysis
Your current strategy and individual investments are analyzed from a performance, fee and objectives measurement.
Portfolio rebalancing
Maintaining your optimal asset allocation is critical to the success of your strategy. Your portfolio will be regularly rebalanced to the prescribed allocation that we determine is suitable for you.
Financial planning
Your retirement lifestyle options are dependent on your retirement income. Together we will create an in-depth financial plan to ensure all of your needs
will be met.
Reporting and consultation
You will be contacted regularly to review our progress. We will meet (at the very minimum) annually, to review your long-term strategy, and make adjustments where necessary.
Tax and estate opportunities
Although it is difficult to imagine a time when you will not be there for your family, estate planning can and should be rewarding and satisfying.
Serving specialized needs
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.
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.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
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.
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.
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
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.
Client Testimonials
“It took me 20 years and three Investment Advisors in two firms before I found Libby Hunter. I will not have to look again. Libby is always approachable, and we discuss ideas in a friendly and businesslike manner. She presents well researched investment recommendations that suit my risk and investment time frame. She is the only advisor I have ever had who makes the effort to suggest when to sell an investment, as well as when to buy.”
– R. W., Consulting Engineer, P. Eng., Toronto
“Prior to my investing with Libby, she spent considerable time and effort during in-depth discussions with me concerning my assets, and the need to have an organized and diversified portfolio. My unique and personal requirements were taken into full consideration. Since investing with Libby, I have been very pleased with the returns on the investments and with the full consultations prior to any new purchases. I also appreciate receiving the prompt and frequent printed performance (and other) updates which keep me fully informed about my portfolio.”
– N. R., Retired Teacher, Hamilton
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.