It has to be custom
No off-the-shelf product or service can outperform one that has been tailor-made for you. At Murray Private Wealth, we provide individualized world-class wealth management services to select individuals, families, foundations, and corporations. “It has to be custom,” as our founder, Scott C. Murray, likes to say of our service, and at its core is a bespoke investment portfolio.
Optimized to serve you
A team is not unlike an investment portfolio: When composed expertly, it nets more than the sum of its parts. Scott has the expertise to devise the ideal financial picture for you; the rest of the team has the diverse skills and experience to bring it to life. The result is your peace of mind.
Scott C. Murray
Ben Elliott
Nathan Charlton
Hendrick Liu
Erika Salvino
Tracy K. Liu
Kate Manderson
Angela Chia
Clients
Who we help
Our services are designed for individuals, families, and institutions that require or prefer personalized and professional assistance in managing their financial assets. With our custom approach, there isn’t anyone whom we cannot help, though we have expertise and experience in serving several key groups.
Entrepreneurs & owners
Including real estate investors, private equity investors, investment professionals, and hedge fund managers.
C-suite professionals
Including founders, directors, and executives.
Individuals & families
Including families and family offices, professionals, entertainers, and athletes.
Organizations
Including foundations, institutions, and pension plans.
If a client is seeking a sophisticated professional who understands their unique, complex financial situation – and who will simplify and optimize it for them – I’m the advisor for them.
—Scott C. Murray
Investment Approach
Fully customized portfolio
Grounded in well-established investing best practices, we develop a strategy unique to you, and then execute with customized portfolio construction, monitoring, and rebalancing.
Advanced
When it comes to your investments, there really is nothing we cannot do. With Scott’s experience and deep relationships within RBC Capital Markets, he is able to deliver advanced, institutional-level trading services, including but not limited to options.
Calibrated for value
Following the wisdom of Warren Buffett that “price is what you pay, value is what you get,” we are value investors through and through, forever seeking what we determine to be a good deal. We ensure your portfolio always owns quality companies that meet the highest standards.
Structured
We place emphasis on your portfolio structure, not just on the individual companies therein. We create a long-term asset allocation suitable for each client’s individual return objectives, personal risk tolerance, and holdings preferences (aligned, for instance, to ESG considerations).
Dynamic
We pay vigilant and continuous attention to the state of your portfolio. We watch for negative developments, adapting quickly and strategically as needed in an ever-changing economic and market environment.
Disciplined
We take a business-like approach to a task that is too often emotionally driven. We set and follow specific criteria for buying and selling individual investments based on clear logic and reasoning.
Thoroughly researched
When you don’t skip your homework, you don’t miss opportunities. We read every prospectus and review each fact sheet so we can make tactical moves for you.
Backed by expert advice
Leaning on expertise across RBC and beyond, we are able to guide and consult our clients through a current and highly informed point of view.
Innovative
We integrate complex, sophisticated ideas and capitalize on little-known opportunities from listed securities in all major global exchanges.
Our investment approach allows me to do what I do best: invest actively on your behalf and create value for you and your family.
—Scott C. Murray
Investment Partners
Our global investment advisory network
Behind the scenes, every client portfolio benefits from a global network of experts across RBC Dominion Securities, RBC Capital Markets, RBC Global Asset Management, and RBC Royal Bank.
Strategists
Investment strategists make quarterly recommendations on client portfolio positioning based on a well-considered outlook on the future direction of global markets and economies.
Risk advisors
Risk advisors assist in constructing, monitoring, and rebalancing the portfolios of our clients. With advanced expertise in compliance, they help us mitigate various risks.
Research analysts
Research analysts provide fundamental, quantitative, and technical research on individual companies and sectors. RBC Capital Markets provides research on Canadian and U.S. securities, while several leading U.S. investment firms provide research on U.S. and international securities.
Consultants
Where we may leverage institutional money managers’ segregated portfolios, normally reserved for the ultra-rich, these are vetted for consistent quality and merit by some of the world’s foremost investment consultants.
Asset specialists
Equity specialists provide access to Canadian equity issues, while fixed income specialists provide access to Canada’s largest inventory of fixed-income investments, including bonds and money market instruments.
Portfolio Risk Advisor
Keith Pearman, CIM
Keith independently reviews investment accounts, comparing all actual portfolio asset allocations to the investment policy statement (IPS) for each client to ensure compliance. Keith also compares each trade against the IPS. In addition, Keith applies all other RBC Dominion Securities portfolio management guidelines and risk policies in terms of risk limits, credit quality, concentration, and other limits. Keith’s work ensures that clients have proper risk controls.
Approach
Serving your finances – always and in all ways
With your custom professionally managed portfolio at the centre of our approach, we draw on our world-class wealth management partners to create and execute a multilayered solution entirely individual to you.
Customized portfolio management
Estate planning
Professional Will and estate consultants work with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your consultation, you will receive a report outlining various estate planning opportunities for you to explore in further detail with your own lawyer or accountant.
Charitable giving
For clients who are pursuing philanthropic endeavours, or those with charitable ambitions, we leverage the expertise of RBC professionals to guide you to the optimal approach as well as to advise on execution.
Trust planning
We work with individuals, families, and businesses that wish to protect their assets and transfer their wealth for generations. A highly skilled senior trust advisor works with our team, and can discuss specialized services available to you, including estate settlement and administration services, trustee services, and trust structures.
Investment advisor strategy
Our clients’ investments are vetted by strategists, advisors, analysts, and consultants. Spanning RBC Dominion Securities, RBC Capital Markets, RBC Global Asset Management, and RBC Royal Bank, our global network of investment specialists boasts unparalleled expertise.
Business owner planning
Frequently intertwined with their business, the financial affairs of entrepreneurs come with a heightened degree of complexity. With the aid of business owner specialists, we meet this complexity head on with refined, precise, and strategic solutions.
Institutional cash management & trading services
The finances of an institution require advanced strategies and solutions. To meet these requirements, we collaborate with professionals in our RBC network who specialize in various aspects of institutional cash management and trading services.
Financial planning
Depending on your needs, financial planning specialists can provide a plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.
Premier & Private banking
Complex financial affairs require sophisticated banking solutions. Benefit from a white-glove day-to-day banking service that complements our team’s personalized approach to your investments and wealth.
Credit & lending
These financial tools may be relevant and beneficial to some clients. Whether you are pursuing high levels of borrowing for investment purposes or have other credit requirements, discover preferred rates and opportunities tailored to your situation through our RBC partners.
Insurance & risk management
We work with an estate planning specialist who can assist in creating and preserving your wealth. We follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help you achieve your wealth management objectives.
Above and beyond
Our network also includes lawyers, accountants, and tax specialists, to help ensure that all issues related to the management of your wealth are properly addressed. Where you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts on your behalf.
Insights
Discover what custom can do for you
From your very first meeting with Scott and every moment thereafter, you can expect an experience entirely tailored to you. Schedule your complimentary consultation with Scott today.
Email:murrayprivatewealth@rbc.com
Phone:604-257-2511