By developing a genuine, long-term relationship with you, we walk at your side on your lifelong financial journey. Working with you and your loved ones as your trusted partner, we are able to anticipate, adapt, and respond with solutions for any challenges you may face and opportunities available to you throughout your life for years to come.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
Using planning and a disciplined approach to investment management as our foundation, we help individuals, multi-generational families, and business owners achieve greater peace of mind. We take our time to understand you, what excites you about the future, your values, and your goals.
Once we identify what matters to you, we create your plan. It guides our disciplined investment management strategy to determine asset allocation and the portfolio necessary to achieve your dreams. After we implement your plan for success, we monitor it and your portfolio regularly to ensure both align with your needs.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.