Italo Voso, CIMA, FCSI, CFP
Senior Portfolio Manager
For over 20 years, Italo Voso and his team have been providing financial planning and investment advice to affluent individuals.
Italo does so by establishing long-term relationships built on trust, integrity and service, and by providing sound advice to clients that is independent and unbiased.
Italo's clients are primarily made up of an exclusive group of entrepreneurs and senior executives. He specializes in helping these entrepreneurs with exit and monetization strategies. Generally, his clients take risks in their business ventures and look to him to help them preserve and grow their 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
Italo takes an integrative approach to business strategies. Italo believes that successful businesses are built by adding value to client services through the collaboration of subject experts within a team, and forming strong relationships with partners. Italo relies on this approach to develop his own business. Many of Italo's entrepreneurial clients have created significant wealth for themselves using a similar model and consequently Italo's approach fits them well.
Italo's relationship with his clients starts with the development of an investment policy statement and a comprehensive financial plan designed to achieve each client's long-term financial goals. The investment, insurance and estate planning aspects of each client's situation are addressed in depth as part of the plan.
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.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.