Caring beyond wealth
We offer a premier level of integrated wealth management solutions. We provide valuable guidance to help clients achieve financial success and fulfill life goals.
Money is a very important part of life, and deserves to be managed with responsibility and care. We understand the impact that life decisions and transitions have in your financial situation and vice versa. For this reason, our approach goes beyond just managing money. We care for the families we work with, the business owners we help, the charitable organizations we manage, the medical professionals we assist, and our dear retirees managing their nest egg and protecting their retirement lifestyle.
Mauricio's bio
Leveraging RBC’s comprehensive wealth management resources and RBC Family Office Services, Mauricio is committed to helping clients achieve both their financial and life goals.
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
Our clients seek our expertise for:
- Accumulating wealth and fostering asset growth
- Safeguarding wealth and managing risk
- Transforming wealth through the sale of a business or real estate, or creating a consistent income stream from accumulated assets
- Consolidating wealth to streamline, coordinate and simplify portfolios
- Transferring wealth efficiently to heirs
- Creating an enduring legacy through charitable giving
- Navigating the affairs of a beloved family member or a family trust
Our enduring relationships with clients, some spanning more than 35 years, exemplify the depth of our partnership. By working alongside us across generations, they have reaped:
- Financial peace of mind
- Enhanced economic security
- Disciplined, diversified, and long-term investments
- Streamlined financial management
- Methodical strategies to realize aspirations
- Alleviation of financial stress
- Informed, painless financial decisions
Our clients trust us to guide them through all financial matters, valuing us not only as professionals, but as dependable friends.
How we do it
We have a five-step approach to client relationships that ensures we are following a structured approach and covering all important aspects.
1) Introduction: In our first meeting we will explain what we do, and will focus on understanding your needs and goals, discuss your situation in general, determine our fit and agree to work together.
2) Discovery: In this second stage, we will complete your profile, discuss your situation in depth, have a conversation about risk and collect financial documents.
3) Proposal: We present a personalized road map, portfolio snapshots, preliminary Investment Policy Statement and agreement to proceed.
4) Implementation: We open accounts and initiate the asset transfer, start your financial plan, introduce you to specialists, banking partners and external partners as needed.
5) Follow-up: This is the most important step—keeping up with life's changes and adapting to new circumstances as our needs and goals evolve.
Who we can help
Our services are suited for individuals, families, trusts, businesses and foundations seeking a higher level of personal service and assistance managing significant investment assets.
- Executives looking to grow their wealth
- Professionals requiring assistance with their personal assets and partnership concerns
- Business owners needing help managing their personal and business assets
- Pre-retirees wanting to maximize savings as they approach retirement
- Retirees requiring innovative strategies to make the most of their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Individuals and families wishing to support charitable causes through planned giving and legacy planning strategies
Areas we work in
We work in all areas of wealth management and partner with our extended network of RBC specialists to ensure you live a healthy financial life:
- Investment management
- Retirement planning
- Business succession planning
- Insurance
- Tax planning
- Estate planning
- Elder care planning
- Charitable giving
And we connect you with the vast network of RBC professionals who can assist you with:
- Private and Commercial Banking
- Trust Services
- Mid-market Mergers & Acquisitions
- Group Benefits & Group Advantage
We take care of your finances so you can invest your time in what is more valuable to you!
Discretionary Investment Management
Is discretionary investment management right for you?
Giving Pays Off
Learn more about our charitable giving program.
Insights
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