Your family. Your business. Your legacy.
We work with a range of clients who are looking for a meaningful relationship with their financial advisor, including high-net-worth individuals and professionals, and multi-generational families. Our personalized investment advice and portfolio management services are designed to address your needs for growth, income or capital preservation. By working closely with RBC specialists in areas like tax, estate and financial planning—and your existing professional advisors—we align your financial, investment and philanthropic goals, help prepare you for the unexpected, and minimize taxes for beneficiaries. Every step of the way, our caring team is at your side providing you with world-class service.
Meet the team supporting your success
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
Wealth management made simple.
Your financial situation is unique and deserves a flexible wealth management plan. Discover how we can help you achieve 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 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 create a customized wealth plan for you, which specifies the strategies we will apply to help you accomplish your goals. 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. We also improve the cost and tax performance of your portfolio, coordinating with your other professionals to ensure we are exploiting every relevant opportunity while shielding against any uncontrollable or unforeseen financial risks. 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.
Our Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.