Michèle E. Holland, CFA, MBA
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.
Your Impact Starts Here
Turn your wealth into lasting change. Whether you're passionate about education, health, the environment, or community causes, your charitable funds can create meaningful impact for the organizations and causes closest to your heart. Let us help you give smarter, with tax-efficient strategies that amplify your generosity today and build a legacy for tomorrow.
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 we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
• Discovery Meeting — We take the time to understand your needs, goals, time horizon and risk tolerance
• Investment Policy Statement — We develop guiding principles for how your portfolio will be managed
• Portfolio Construction — We build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm's investment strategists and research analysts
• Ongoing Monitoring and Reviewing — We keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.