You have goals. 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.
Our wealth management experience
Our process is focused on our clients receiving the highest level of attention and care to achieve their goals and to support them through every stage of their financial journey
The discovery
The cornerstone of our practice, we begin with an in-depth discussion about your values, what is important to you, your family, and your business.
The blue print
After the discovery, our team then takes the time to analyze the short-term and long-term goals and prepare a financial blue print of wealth management services and solutions tailored for each individual’s situation.
Family office services roadmap
Using our in-house expertise and industry connections, we create a personalized wealth plan to help you reach your goals – supported by a two year service plan.
Pulse-checks
Personal financial circumstances are dynamic over time which is why it is extremely important for the client/advisor relationship to regularly connect, to review, re-assess and ensure alignment with your life circumstances.
Our investment process
We apply a sophisticated and proven approach to managing capital that instills clarity and confidence
Asset Allocation:
The process begins by determining long-term expectations for various asset classes in equities, fixed income and alternatives. We then seek the best combination by running an optimization to create our strategic asset allocation. We then identify short-term opportunities that can then be transposed as tactical allocation deviations.
Market Research:
Our team tracks macro and market forecasts through the support of RBC Capital Markets, Bloomberg, CLSA . This provides our team with the insights and conviction required to make the appropriate investment decision
Investment Research Selection:
Once asset classes weights are determined, we utilize a mutli-investment vehicle approach to provide best possible returns. We utilize three sources of research the RBC Portfolio Advsiory Group, the RBC Global Manager Research team and identified UMA teams for security research. This ensure we gather the right level of quantitative and qualitative research along with due diligence behind every chosen investment.
Risk Management:
Managing risk requires top portfolio management tools and we leverage four key investment platforms: Envestnet, Morningtar, FactSet and UMA A+ to ensure we apply sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools—to make better, more risk-informed decisions to ensure capital preservation.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.