Long-lasting relationships. Industry-leading resources. Legacy-building results.
Highly attuned to the financial needs of affluent families, foundations, and business owners, our team at Jenkins Foerster Campbell Private Wealth specializes in managing complex wealth pictures and ensuring the seamless transfer of wealth from one generation to the next. Backed by the bench strength of RBC and the extensive resources of an industry-leading firm, we work to enhance your wealth and your financial future, building on your family’s success now and in the years to come.
Our team
Leveraging our experience to deliver care that compounds
Individually accomplished and collectively motivated, our founding partners—Philip Jenkins, Steve Foerster, and Nathan Campbell—combined their professional experiences and financial acumen to create a practice founded on integrity, intention, and discretion. With three experts at the helm and a sizeable team of seasoned professionals at your side, you can rest assured that your wealth is in good hands and managed with the highest level of diligence and care.
Philip Jenkins
Steve Foerster
Nathan Campbell
Michael Kirkpatrick
Michelle Murphy
Kelly Judge
Farhana Chowdhury
Robert Power
Joyce Sseguya-Lwanga
Jasmine Rahming
Phil, Steve, Nathan, and their team take the time to understand what’s important to their clients. They work with the whole family to customize a wealth plan that incorporates their business and personal aspirations to achieve their long-term goals.
—David Agnew, CEO, RBC Wealth Management Canada
Our partners
Backed by the bench strength of RBC
Whether you’re looking to build generational continuity through family trusts, estate planning, or business succession planning, we leverage the bench strength of RBC and our extended network of professionals to assist you with all your legacy planning needs and more.
Family Office Services
All-encompassing support from a distinguished team of lawyers, accountants, and financial planning specialists who cater to the complex needs of multigenerational families.
Private Banking
An exclusive service that leverages the full resources of RBC to provide customized lending solutions to support your personal and business needs.
Royal Trust
Acting as executors of estate, trustees, and Powers of Attorney, Royal Trust provides services and solutions that can help with the protection, preservation, donation, and transfer of wealth.
Commercial Banking
Bringing sector-specific knowledge and integrated solutions that help to streamline the financial operations of businesses and enterprises.
Mid-Market M&A
From divestitures to acquisitions, our team of highly qualified professionals offers specialized services to high-value, privately held, Canadian-based companies.
Philanthropic Services
Let our experienced team of philanthropic professionals support your charitable giving endeavours, whether it be making meaningful contributions to causes close to your heart or establishing a foundation of your own.
Investment management
Your portfolio is at the core of it all
Our team takes a highly disciplined approach to managing your wealth, combining our collective depth of knowledge and wealth of experience with the robust resources of RBC Dominion Securities to create effective strategies that are unique to your needs and vision of the future. Through discretionary portfolio management, we work to define your priorities, structure solutions, and monitor results—mitigating risk and maximizing opportunities for long-term growth. With your portfolio at the core of it all, we make sure that our strategies are:
Personalized
Guided by in-depth discussions and your unique Investment Policy Statement (IPS), your portfolio is curated according to your specific requirements including time horizon, risk profile, and cash flow needs.
Proactive
Discretionary management allows accredited portfolio managers to act quickly and efficiently, adapt to shifting conditions in the marketplace, and stay on top of opportunities—allowing us to make effective decisions on your behalf.
Precise
Rigorous research, strict guidelines, and standards for compliance outline the parameters of discretionary management, ensuring that quality investments meet customized solutions to set you on the track towards success.
Wealth management
A family office approach to multigenerational wealth management
Over the years, our team has helped our clients navigate through economic shifts, personal milestones, and successions of leadership within family businesses. Our skill in the art of wealth management for multigenerational families is vast, diverse, and continually expanding, while our network of specialists remains on hand in case their services are required. Through a meticulous review of your financial life, we’ll pave the way towards your goals, ensuring that your wealth is stewarded with integrity now and in the years to come.
Our approach includes:
Personalized investment portfolios and financial plans that are tailored to your unique needs and objectives
Legacy planning strategies that are mindful of family dynamics and intergenerational values
Tax-minded strategies that aim to address your tax obligations while optimizing your wealth
Collaboration with your tax and legal professionals for seamless integration of your financial plan
Clear communication and personalized support from a dedicated team of financial professionals
Resources
Family wealth guide
Business owner’s guide
Estate planning guide
Financial literacy generational approach
Succeeding in succession
Gain confidence in your family’s financial future
Introduction to charitable giving
Insights
Jenkins Foerster Campbell Private Wealth of RBC Dominion Securities
Email:jenkinsfoerstercampbell@rbc.com
Phone:902-421-0873