As you make progress toward achieving your goals in life, you may discover your financial situation become increasingly complex.
Our team is committed to providing expert wealth management advice to simplify your financial affairs and build a sound plan for you and your family.
Working with your accountant, we provide timely year-end statements.
Working with your lawyer, we ensure you have a seamless comprehensive estate plan.
As a fiduciary for your corporation or not-for-profit organization, we guide and implement an investment plan that meets your Investment Policy Statement and helps to ensure the goals and objectives are attained.
We work with your team to provide required reporting unique to your organization.
Professionals at your service
We are fully supported Portfolio Managers and Financial Planners that bring to our clients expertise in Wealth Management, Insurance, Estate Planning, Business Financial Planning and Cash Management.
Our wealth management process
At completion you will have a sound financial plan to meet your long term goals and objectives.
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.
Our Clients
We serve a wide range of clients from varied backgrounds and with different needs, including:
* Licensed across Canada and Florida
Pre-retirees
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Retirees
Retirees requiring innovative strategies to maximize their after-tax income, while protecting their financial security
Business owners
Business owners to manage their personal and business assets
Professionals
Professionals requiring assistance with their personal assets and a trusted partner with shared clients
Successful executives
Successful executives looking to enhance the growth of their wealth
High-net-worth individuals
High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
Well established families
Well established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Not-for-profit organizations
Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
Philanthropists
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Associations, Estates and Foundations
Associations, Estates and Foundations looking to protect and grow assets under professional care.
Individual Pension Plans
Individual Pension Plans that require long-term management for those who have a need for additional retirement income beyond what can be provided for within RRSP limits
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.