Frank Mu
Senior Portfolio Manager
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Recognized as one of the leading Portfolio Managers in Vancouver, Frank Mu provides a comprehensive range of wealth management services designed to your unique specifications. In providing you with the service you need, Frank Mu is supported by a team of service-oriented associates, Enrique Sun, Elaine Zhang, Yvonne Dai and Susan Li. Combined, Frank Mu’s team offers over 50 years of experience in the financial services industry.
Expert guidance for every stage of your wealth journey
How We Can Help?
Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Who We Work with?
Our services are designed for clients living in Canada and abroad whose financial affairs have become increasingly complex and require professional expertise in managing their investment assets. Our clients include:
- Business owners and corporate clients needing solutions that meet the needs of their organization
- International organizations requiring tailored solutions that address their complex requirements
- Philanthropists looking for discreet and thoughtful ways to bequeath assets to chosen charities
- Families seeking professional guidance in the preservation, distribution and transfer of wealth to the next generation
- Clients requiring individual wealth preservation solutions that take into consideration tax and estate implications in a global marketplace
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.