Your family’s steward at the intersection of wealth, health, and life
At RBC PH&N Investment Counsel, we care deeply about your overall well-being and what matters most to you. That’s why we take a personalized, thoughtful approach to wealth—one that brings together your financial goals and life priorities with steady, disciplined investment management. Acting as your family’s trusted steward, we offer guidance that allows every area of your life to support and elevate the others—so you can move forward with clarity, confidence, and peace of mind.
Meet the team
Every member of our team brings care, expertise, and a strong sense of stewardship to everything we do. We’re committed to earning your trust and being a meaningful part of your life journey.
Your integrated wealth partner
As part of the RBC enterprise, we are an integrated wealth and investment counselling firm, operating within a framework of rigorous licensing, accreditation and risk management standards. We are deeply committed to client care excellence, a high-performing culture, integrity, and diversity and inclusion. Everything we do is guided by our Purpose: enabling clients to do what matters most.
Our pledge: "To provide care, expertise and stewardship to earn your trust and be part of your life journey."
What personalization makes possible
Our approach begins with you—your goals, your circumstances, your life. We take the time to understand what truly matters, then build a tailored wealth strategy designed to give you peace of mind. With deep expertise and a broad range of solutions, we create and actively manage a disciplined plan to preserve and grow your wealth as your needs evolve. Grounded in professionalism, proactivity, and integrity, we earn your trust through clear communication, transparent expectations, and a steadfast commitment to your well-being. While the decisions may be complex, our role is to make them feel simple and manageable—so you can focus on living your best life.
Collaborating to provide full-picture guidance
Your needs are sophisticated and often complex, which is why you deserve more than one-size-fits-all advice. We believe in surrounding you with the right expertise at the right time – and with access to strategic partners across the RBC enterprise, we can thoughtfully bring in professionals with deep knowledge of the solutions that can help address your needs, achieve your goals, and simplify your life. It’s a collaborative approach that allows us to bring you the best RBC has to offer.
Our leadership
Our leadership team brings deep experience, clear vision, and a strong commitment to putting clients first. Their guidance shapes our strategic direction and fosters a culture of integrity, professionalism, and care. With a client-centric mindset and deep industry expertise, they ensure we remain focused on delivering exceptional advice, sophisticated solutions, and enduring results for the individuals and families we serve.
Solutions designed around you
With access to the full breadth of solutions across RBC, we offer the tools, expertise, and strategies to help you navigate all aspects of your financial life. Whether you're planning for the future, managing complexity, or facing new opportunities, our solutions are built to support your goals, ease decision-making, and give you greater confidence in the road ahead.
Individuals and Families
- Trust & Estate planning
- Tax planning Financial planning
- Investment management
- Retirement Planning
- Wellness resources
- Charitable giving/Philanthropy
- Insurance planning
- Eldercare planning
- Funding education
Business owners and Entrepreneurs
- Business succession planning
- Business owner planning
- Business wealth optimization
- Tax planning
- Estate planning
- Charitable giving/Philantropy
- Retirement planning
Not for Profit and Institutional Investor
- Charitable giving
- Risk Management
- Tax Planning
- Financial Planning
- Legacy Planning
You've built something extraordinary.
For you, wealth is more than numbers—it's possibilities realized, dreams fulfilled, and legacies created and preserved.
At RBC PH&N Investment Counsel, we go beyond understanding your finances, to your values, your aspirations, and what you want your wealth to accomplish. Then we design integrated wealth management strategies that protect what you've built while creating opportunities for what comes next—for your family, your business, and the impact you want to make.
What to expect
Initial discovery
Seamless onboarding
Personalized strategies
Proactive reviews
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.