As part of one of Canada’s largest full-service wealth management firms, our team works in close collaboration with world-class experts in a range of fields. Depending on your needs, we pull the appropriate levers to provide you unparalleled access to the full suite of services available.

As our valued client, we respect your individuality and never put you in a box. Instead, we form a meaningful relationship with you to discover your short- and long-term goals and allow our findings to inform our approach. Depending on your holistic wealth management needs, we often create an extensive financial plan and connect you with the appropriate banking, insurance, estate, and tax planning experts to round out our service offering.

With Private Investment Management (PIM), RBC’s premium investment management offering, we take a hands-on approach to investing your wealth. Combining our in-house expertise with the world-class recommendations of the Portfolio Advisory Group, we create a bespoke portfolio based on your individual goals, risk tolerance, time horizon, asset allocation, and other key considerations outlined in your personalized Investment Policy Statement (IPS).