Kevin Monchamp & Samuel Hebert
Investment Advisor
Two advisors, one mission: Grow and protect your wealth at the pace of your ambitions.
We help families, entrepreneurs, and professionals build, protect, and grow their wealth in the long term.
We support our clients through the most important financial challenges of their lives; retirement planning, business transfer, taxation, and risk management, offering them a structured, human, and transparent approach.
We achieve this through rigorous portfolio management, tailored wealth planning strategies, and proactive support that adapts to each stage of their financial life.
People choose to work with us for our values of integrity, discipline, and closeness, as well as for our ability to turn financial complexity into clear, simple decisions aligned with their goals.
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
Whether managing your portfolio, enhancing growth, or providing estate planning guidance, we focus on crafting personalized strategies that align with your unique situation. We are committed to helping you make informed decisions that support not only your wealth but your overall well-being.
How we do it
After an in-depth discovery process to fully understand your goals, we conduct detailed analyses and develop strategies that integrate your needs across areas like portfolio management, succession planning, and philanthropy. We provide ongoing support, adjusting strategies as your circumstances evolve.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.