Etienne Jensen-Fontaine, CFA, M.Sc.
Investment Advisor
Your wealth, your world. Bespoke investment guidance with a global perspective, backed by RBC.
With our global reach and perspective, we serve affluent individuals and families, corporations, trusts and captive insurance companies seeking to manage, grow and preserve wealth. Backed by the resources and stability of RBC—one of the world’s strongest financial institutions—we offer investment guidance and management, and bespoke concierge service customized to each client’s requirements and goals.
RBC advice event
Contact us to find out more about our RBC advice events which includes topics like: bonds, capital market expectations and behavioural finance.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
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
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Achieve success on your terms with our timely, bespoke advice
Every client’s wealth landscape is different, especially when cross-border factors come into play. Whether you’re an individual, institution, or corporation, we tailor our wealth management approach to your unique circumstances, goals, and priorities.
Financial Planning
We take the time to understand your circumstances, your values, your culture, and every factor shaping your financial picture. From there, we build a personalized plan to help guide your financial future, with the flexibility to adapt as your life evolves.
Will and estate consultation
Supported by the specialists at RBC Family Office Services, we help ensure your wishes and values are reflected in your estate plan. We work alongside you and your existing advisors to address the complexities of cross-border considerations.
Wealth transfer and legacy
We’re dedicated to helping you protect and grow your wealth, now and into the future, so you can transfer your capital to your loved ones with confidence. Our approach integrates tax-efficient strategies and personalized guidance to help make the transition as smooth as possible.
Capabilities for a global clientele
Your wealth crosses borders—so does our expertise. We provide service in English, French, Spanish, Danish, Tagalog, and Mandarin. Operating in a North American time zone, we're accessible when you need us. And because cross-border wealth often spans multiple currencies, we offer a multi-currency platform supporting USD, CAD, GBP, EUR, CHF, and JPY.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.