Michael Capobianco
Private Wealth Advisory
Wealth Advisory For Accomplished Individuals And Multi-Generational Families
Providing Structure, Clarity, And Coordination For Complex Financial Lives.
It Starts And Ends With You:
“Our approach to managing your wealth is as unique as your goals, your sources of happiness, and what brings you fulfillment. We work to understand what truly fulfills you – and how we can help you achieve more of it.”
-Michael Capobianco
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.
A team approach to professional wealth management
The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.
With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
The team’s areas of expertise include:
- Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
- Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
- Taxation: Implementing strategies to help reduce your family’s tax burden
- Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
- Estate and trusts: Efficiently transferring your wealth to the next generation
- Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
- Charitable giving: Helping you maximize your charitable legacy
Clients We Help
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
Michael understands that the modern business owner does not simply manage people.
Executives
Executives who are too busy to optimize their wealth often benefit from a more sophisticated, integrated approach.
Medical Professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Athletes
We understand that athletes, and other sports professionals, require specialized financial and tax planning advice throughout their professional career and into retirement.
Complex Family Office
As your success grows, so does the complexity of managing wealth, family priorities, business interests and long-term legacy planning. The demands on your time increase — along with the need for experienced, coordinated advice delivered with discretion and precision.
Our Family Office approach is designed for affluent individuals and families seeking a more integrated level of wealth coordination, strategic oversight and personalized service.
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
Michael's Blogs
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.