More than what it's worth.
You've worked hard for what you have, and you want more than someone to manage it.
You want to be understood, guided, and kept on course as life changes. That starts with a plan that connects everything: your investments, your retirement, your estate, your taxes. Built with the care and discipline that the work of a lifetime deserves.
Let us show you what that looks like.
A team built around you.
Every member of the Farfaras Group works to one standard: we understand you completely, and let no detail go unattended.
As your life grows, your needs become more complex. A business that's scaling. A family estate to plan for. Wealth to pass to the next generation. We know when to call on our dedicated specialists in will and estate planning and insurance.
Your team extends to the trusted professionals already in your life, your accountant and lawyer among them, and if there's a seat empty, we help you fill it.
Personal attention, institutional depth.
Behind it all stands the full depth of RBC: a boutique that knows your name, with the resources of one of Canada's largest institutions behind it.
You feel less like a client being managed and more like a person being known, by people who remember the specifics of your life, not just your portfolio.
The people in your corner.
A dedicated team who treats your goals as their own, with the resources of RBC expertise standing behind them.
Find your story here.
No two journeys are the same, but if one of these feels like yours, you're in the right place.
You've just sold, or you're about to.
After years of building your business, a sale is on the horizon, and a lifetime of work is about to become a number you need to make last.
Retirement is in sight, and the stakes are higher.
You've saved well, but turning that nest egg into steady income is a different challenge, and you want a plan you can rely on.
You've inherited wealth and aren't sure what's next.
A sudden windfall brings questions you've never had to ask, and you want guidance you can trust before you make a move.
You're juggling a career, kids, and aging parents.
You're managing a lot at once, and you want one team to handle the financial side so it isn't one more thing on your plate.
You're done with an advisor who stopped picking up.
You've felt like just another account number, and you're looking for someone who actually knows you and answers when you call.
You're thinking beyond your own lifetime.
It's about your kids and grandkids, a plan that passes on your wealth and your values, without leaving complications.
Everything your wealth needs, in one place.
Portfolio Management: Research-backed, carefully managed investments form the foundation of everything we do.
Wealth Planning: We manage risk and seize opportunity to help bring you and your family's ambitions within reach.
Partnership: We work alongside RBC's specialists and the trusted professionals already in your life, so nothing falls between the cracks.
A process built on clarity.
We turn understanding into a plan. Good advice never starts with a product; it starts with understanding you, and building everything around your life, never the other way around.
1. You tell us your story.
Before anything else, we sit down and listen, learning your goals, your timeline, and what matters most to you, so the advice that follows actually fits your life.
2. You see the strategy clearly.
Together we agree on how your wealth will be managed, defining the principles and priorities that will guide every decision from day one, so nothing is left to guesswork.
3. You receive a portfolio built for you.
We put the plan to work with the right balance for your needs, drawing on RBC's strategists and research to make sure every choice is sound and well-informed.
4. You are never left wondering.
As life and markets change, we monitor, review, and adjust, keeping you informed and reaching out before you have to ask.
"Wealth isn't built in the exciting moments. It's built by staying disciplined through all the ordinary ones."
- Christos Farfaras, Senior Portfolio Manager & Investment Advisor
Resources for your next chapter.
Clear guidance on the moments that matter, whenever you need them.
Business Owner's Guide to Transition Planning
You've built something significant. This guide helps you turn years of work into lasting, diversified wealth beyond the business itself.
The Estate & Succession Planning Guide
Passing on what you've built, the right way. This guide covers how to protect your family, your wishes, and your legacy before the questions become urgent.
The Retirement Checklist
Turning a lifetime of saving into income you can count on. This checklist breaks down what you need to know to retire with confidence, and make it last.
The Farsighted Investor
Insights from the Farfaras Group and RBC's experts on the topics that shape your wealth journey.