Michael Clarry
Senior Portfolio Manager
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
What I do
Mike understands and respects that you have worked long and hard to acquire the assets you have. Regardless of whether you are an experienced or new investor, the safety of your assets is of prime importance. His business is centered upon preserving and growing the personal wealth you have accumulated.
Mike's primary objective is to help individuals attain their financial goals, whether it's funding for a child's education, saving for a major purchase, or planning for retirement. He believes that the basis for achieving an individual's personal goals is the implementation of an effective plan.
How we do it
The first step of the process begins with reviewing your current situation and wealth objectives. Once he has an understanding of your needs and goals, he will work closely with you to develop a personalized asset allocation strategy. Your portfolio will be constructed and continually monitored to ensure that its performance meets your investment objectives. Mike's investment philosophy is founded upon the belief that you must "buy quality and be patient." He believes in equities as historically they have tended to outperform bonds or any other fixed-income investment. Most importantly, he only invests in securities that the client understands and is comfortable with.
Serving specialized needs
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
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.
Retirees and pensioners
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.
Working professionals
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.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.