Our clients choose us because they need more than what a salesperson or algorithm can provide.
We determine whether we can add value in advance before accepting a new mandate.
We balance traditional wealth building values and techniques with timely, relevant thinking.
We stand out by focusing on prudence, not products.
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.
Frequently asked questions
Curious to learn more about Flemming Private Wealth?
What does your average client look like?
Our clients tend to be "technically minded" professionals like engineers, accountants, and executives who often have complicated pay packages, unique employment arrangements, and pay high amounts of tax. They also tend to have liquid portfolios above $2 Million or are very serious about getting there. A common thread with our clients is that they're often capable of managing their own wealth, but have chosen not to for very clear and personal reasons.
I currently use an advisor. What can I gain from meeting you?
It's hard to say. If your current advisor is Warren Buffett, than probably not much. Otherwise, we only take on a new mandate after a thorough analysis has been completed to determine exactly what can be improved upon. One thing is clear, if we agree to work together, you'll know the benefits well in advance.
Do you have a minimum account size?
Yes, but this is mandate specific. We've accepted rather small mandates because it was determined that we could quickly add a significant amount of value, and turned down rather large mandates when it was clear that "fit" did not exist. If you believe you require an exceptionally high level of advice and service, we'd be happy to discuss the pros and cons of working together, and we're always happy to recommend a talented advisor for investors who may not meet our minimum requirements.
Our clients are generally looking for:
- A long term partnership with a fiduciary
- Custom, independent advice and guidance
- A seamless experience where various professionals work under one roof
- Procedural trust – advisors who do what they say and say what they do
- Value for cost
- Proactive communication and quick, personal response times
- Access to, and expertise in, all global securities markets
- Transparency
- Reporting that directly relates to personal goals
For Business Owners...
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on.
We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.