Mitchell Ross
Senior Investment & Wealth Advisor
A Legacy of Trust. A Future of Prosperity.
Mitchell leads a multi-generational team at RBC Wealth Management, continuing a 45-year family legacy of financial stewardship. He specializes in working with business owners and diverse families—many of whom his team has been honored to serve for over four generations. His team provides a unique global-local advantage, offering dynamic investment strategies and a 'one-stop' ecosystem for tax, estate, and business planning. To support our community, his team provides professional expertise in six languages: English, Mandarin, Russian, Polish, Ukrainian, and Hindi."
A Legacy of Trust. A Future of Prosperity.
We transform the complexities of global wealth into the clarity of multi-generational prosperity. Backed by the institutional strength of RBC and a 45-year family legacy, we serve as the primary navigator for diverse families and business owners.
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
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, 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. Finally, through 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.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.
Foundations, non-profit organizations, and condo reserve funds
Foundations, non-profit organizations, and condo reserve funds that need help with managing assets under strict guidelines, achieving specific growth requirements for reserve funds, maintaining a professional and transparent investment portfolio and to learn more about tax-smart charitable giving strategies.
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.