Your family’s steward at the intersection of wealth, health, and life
At RBC PH&N Investment Counsel, we care deeply about your overall well-being and what matters most to you. That’s why we take a personalized, thoughtful approach to wealth—one that brings together your financial goals and life priorities with steady, disciplined investment management. Acting as your family’s trusted steward, we offer guidance that allows every area of your life to support and elevate the others—so you can move forward with clarity, confidence, and peace of mind.
Meet the team
Every member of our team brings care, expertise, and a strong sense of stewardship to everything we do. We’re committed to earning your trust and being a meaningful part of your life journey.
Our Brand Pledge
As RBC's boutique investment counselling firm, we are deeply committed to excellence, integrity, fairness, and consistency. Everything we do is guided by our purpose: enabling our clients to do what matters most, while providing care, expertise, and stewardship to earn their trust and be part of their life journeys.
Our Approach
It all starts with you – your unique goals, needs, and priorities. As Canada's leading private client boutique investment counselling firm, we take the time to understand what truly matters to you and deliver sophisticated wealth solutions that are designed to give you peace of mind so you can live your best life.
Our Partners
At our boutique firm, we take a deliberate team-based approach and proudly cultivate an environment of shared success. We bring in top internal & external industry experts to ensure that our clients have access to the best forward-thinking strategies.
Our Leadership
Together, we are driven by a commitment to excellence which begins by knowing our clients. With a client-centric mindset and deep industry expertise, our leadership shapes our strategic direction and fosters a culture of integrity and care.
Solutions designed around you
With access to the full breadth of solutions across RBC, we offer the tools, expertise, and strategies to help you navigate all aspects of your financial life. Whether you're planning for the future, managing complexity, or facing new opportunities, our solutions are built to support your goals, ease decision-making, and give you greater confidence in the road ahead.
Individuals and Families
- Trust & Estate planning
- Tax planning
- Financial planning
- Investment management
- Retirement Planning
- Wellness resources
- Charitable giving/Personal Philanthropy
- Insurance planning
- Eldercare planning
- Funding education
Business owners and Entrepreneurs
- Business succession planning
- Business owner planning
- Business wealth optimization
- Tax planning
- Estate planning
- Charitable giving/Corporate Philantropy
- Retirement planning
Not for Profit and Institutional Investor
- Charitable giving
- Risk Management
- Tax Planning
- Financial Planning
- Legacy Planning
You've built something extraordinary.
For you, wealth is more than numbers—it's possibilities realized, dreams fulfilled, and legacies created and preserved.
At RBC PH&N Investment Counsel, we go beyond understanding your finances, to your values, your aspirations, and what you want your wealth to accomplish. Then we design integrated wealth management strategies that protect what you've built while creating opportunities for what comes next—for your family, your business, and the impact you want to make.
What to expect
Initial discovery
Before we do anything else, we get to know you. Your story is unique and that’s why we take the time to understand not just your numbers, but your goals, values, circumstances, and long-term vision. We listen carefully so we can guide you with clarity, intention, and genuine care toward the legacy you're building.
Seamless onboarding
When you partner with us, you’ll experience a seamless transition designed around your time, priorities, and peace of mind. From coordinating accounts and documents to managing every element of the transition, our team takes care of every detail with attention and discretion, bringing the full picture of your financial life into one integrated view of your wealth for a clear path forward.
Personalized strategies
Your story is unique. Your strategy should be too. That's why we design strategies for your priorities, ambitions, and the future you want to create – integrating everything into a shared roadmap that evolves as your needs do. Visualizing your plan, you see how your strategy works and understand the impact of your decisions, so you move forward with clarity and confidence.
Proactive reviews
As your life evolves, we are right there with you. We continuously review your portfolio, proactively anticipating your needs and adjusting your strategy to stay aligned with your evolving circumstances and market realities. Throughout every chapter, you have a partner who truly understands your situation, so you stay informed, supported, and confident at every stage of your journey.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.