Dedication and expertise to help you achieve your goals.
Lauren Ryan Private Wealth provides comprehensive financial services to help individuals and families grow, manage and protect their wealth. We rely on our own depth of experience and industry knowledge as well as the vast resources of RBC to help our clients. Our goal is to align financial planning, investment management, retirement planning, income planning, tax efficiency, estate planning and risk management to create personalized strategies that support our clients' long-term financial goals.
Expert wealth management, advice and service.
Leaning on experience and industry accreditation, our team of experts help bring financial clarity and peace of mind to our clients.
What matters to you and your family, matters to us
We're dedicated to securing our clients' financial freedom and independence, providing clear and steady guidance every step of the way.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
The four-step portfolio approach
The basis of long-term, successful money management is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.
There are four steps to the custom portfolio approach:
Understanding your needs and goals
Our first and most important job is to listen to you and understand your needs and dreams for the future. We’ll discuss your investment objectives, such as retirement or financing a business, along with timeframes, risk tolerance, and expected returns. As life evolves, we’ll continuously update your strategy to ensure it stays aligned with your changing needs and financial vision.
Creating your investment strategy
Leveraging a deep understanding of your personal finances, we craft a tailored investment strategy outlining your objectives, income needs, timeframes, asset mix, and security selection criteria. This framework guides your financial management, keeps goals sharply focused, and acts as a benchmark to track progress toward your goals.
Building your custom-designed portfolio
After approving your investment strategy, we construct a personalized portfolio using global investments for growth, income, and guaranteed options for wealth preservation. Leveraging research from the RBC Investment Strategy Committee, RBC Capital Markets and third-party insights, we ensure a diversified portfolio aligned with your goals, delivering clear, tailored investment recommendations.
Managing your portfolio
We continuously monitor your portfolio’s progress through regular reviews, recommending strategic adjustments to keep you aligned with your goals. You’ll receive comprehensive updates, including account statements, transaction summaries, and tax reports, ensuring full transparency and informed decision-making.
“Lauren is a fantastic listener, very kind, patient and empathetic. She is also clearly knowledgeable in her profession but it was her interpersonal skills, her ability to relate to our family's experience of loss (we began working with her when my husband died). Lauren was a lifesaver in helping me and my daughter through all of the tasks and hurdles (and tears) associated with the estate and in thinking about my financial future as a widow. She was patient and clear and proactive. Lauren is a fantastic asset to RBC."
– Helen C. and daughter Gloria, RBC Wealth Management clients
Resources
Become Educated. Feel Empowered. Plan with Confidence.
Financial literacy
Focusing on the needs of teenagers, adults and multigenerational families, the RBC Wealth Management Financial Literacy Program is designed to provide the resources and tools necessary to build financial independence and confidence.
Women & wealth
Women are increasingly taking control over their wealth and legacy. We offer a collaborative approach when working with our clients and ensure all members of the household are involved.
Longevity
At RBC Wealth Management, we partner with world-class institutions and experts to offer our clients insights designed to support every part of the aging experience.
Insights
Women are controlling more wealth than ever before. Women are adding considerable assets to their wealth each year. Despite this, many women do not feel confident about their ability to manage their finances and investments. We are here to help you take charge of your financial future with a focus on what matters to you and your unique situation.