You have dreams. We have the expertise to help make them a reality.
Our team is committed to providing you with exceptional client service and investment advice to help you meet your financial goals. We take pride in building and maintaining strong relationships with our clients—we only succeed when you do. By leveraging sophisticated tools, best-in-class resources, and the expertise of RBC specialists, we help manage, grow and preserve your net worth, lifestyle and legacy.
For all your wealth management needs
Our team, and our extended team of RBC specialists, will help you, your family and your business with investment management, financial planning, tax planning, and estate planning. Over time you will work with these team members.
Invest in your future.
You've worked hard to get where you are today—and you want your money to keep working just as hard. To make that happen, you need a team of professionals you can rely on: people who understand you, put your interests first, and have the expertise you need to achieve your goals for retirement and financial independence.
What we do
Before you are offered any financial advice, we undertake a thorough review of your situation. We will explore your retirement goals, tax status, income requirements and risk tolerance. Based on our discussion with you, we will build a customized portfolio tailored to your personal needs.
Our investment philosophy is based on risk reduction strategies, emphasizing the safety of your capital combined with opportunities for growth. Our techniques match your goals with the most secure investment program available in order to help you achieve your financial dreams. We will help you structure a portfolio that's right for you, with the proper diversification and most appropriate asset mix.
How we do it
Conservative portfolio management is based on long-term relationships. Using state-of-the-art technology and resources, we will monitor your accounts and provide you with regular updates, appropriate research and analysis, and ongoing consultation.
The first time we get together, learning all about you and your family will be our main focus. The better we understand your personal situation, needs and concerns, the better we can determine if we're going to be a good fit and how we can best help you. You'll want to learn about us too, and we'll be ready to answer any questions, and tell you about our background, experience, expertise, investment philosophy and what makes us unique.
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.