You may want to help your family. Fulfil your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement. Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We believe there are three keys to what we do that help us work closely with our clients to develop a long-term, diversified investment strategy. First, we need to be direct. We want to be knowledgeable about you and your family/business situation to understand what you want your assets to do for you. Second, we are your guides when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses. Third, it’s all about you. We want to work closely with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement. We believe these three keys are the best guarantee of long-term, successful advisory relationship.
Wealth management combines comprehensive financial planning with disciplined investment management to help you grow, protect, and organize your wealth. As your investment advisor, we act as your primary financial guide—developing strategies around investments, retirement planning, tax efficiency, business planning, and estate considerations. When needed, we also coordinate with a trusted network of specialists, including financial planners, tax professionals, insurance advisors, and legal experts, to ensure every aspect of your financial life is aligned. Our investment philosophy is built on simplicity, safety, and preservation of capital. We believe portfolios should be clear, transparent, and designed to meet your goals with as little risk as possible. By focusing on straightforward strategies that protect on the downside while supporting long-term growth, we help provide clients with clarity, confidence, and peace of mind about where their money is invested and why.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.
Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.