Hunter Welsh
Investment Advisor
Our approach to Wealth Management
We craft tailored strategies for business owners, multi-generational families, and high-net-worth individuals to help preserve, manage, and transfer wealth for today and future generations.
Our focus is to learn about you, your values, and your goals. By understanding your true motivations, it allows us to create personalized solutions that address your unique financial needs.
We are here for you.
Using a personalized approach to help bring financial peace of mind to clients like you.
It all starts with you.
Bringing a personal approach to your wealth.
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
Introductory Meeting (15 to 30 minutes)
An exploratory conversation to ensure your needs are aligned with our services
Second Meeting Meeting (60 minutes)
A deeper understanding of who you are, your personal and financial needs, and the goals you are working toward
Third Meeting (90 Minutes)
Review our understanding of you and present initial financial plan, recommendations, and strategy roadmap
Implementation
Integrate your accounts and put our agreed upon plan into action
Ongoing Guidance
Monitor your progress and adjust based on evolving needs
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.
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
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.