Graham Hawley
Investment Advisor
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
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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 to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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
Articles & Opinions
Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know
Do you have a plan for who will look after you should you become incapacitated? In this video, David Chilton, the Wealthy Barber, explains why it’s “absolutely vital” to have powers of attorney as part of your estate plan.
“When you get to be my age—in your 60s—you’re constantly seeing friends who are incapacitated due to a heart attack, a stroke, an accident … They don’t have a power of attorney in place … [it’s a] huge inconvenience and hassle factor dealing with the courts,” he says.
Video: Is there an estate tax or death tax in Canada? The Wealthy Barber explains
Does Canada have an estate tax, a death tax or an inheritance tax? Watch the video as David Chilton, the Wealthy Barber, explains the technicalities around filing your final tax return and whether your estate gets shared with the government before it passes on to your family.
Video: The Wealthy Barber: Is your Will’s executor ready?
When estate planning, remember to include your personal property and heirlooms.
Video: The Wealthy Barber wants to know: Are you making a Will?
Why you should make a Will and include an up-to-date net-worth statement.
Video: The Wealthy Barber: Settling estates and being an executor is becoming more complicated
Being an executor can be stressful. Are you ready for the job ahead?
Video: The Wealthy Barber’s ageless estate planning advice
David Chilton's guidance on Wills, powers of attorney hasn't changed.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.