It has to be custom
No off-the-shelf solution can outperform one built specifically for you. At Murray Private Wealth, we provide individualized world-class wealth management services designed around each client’s unique needs. Our founder, Scott C. Murray, says it best: “It has to be custom.” At the core of that commitment is a bespoke investment portfolio designed for you.
A team designed around you
A team is not unlike an investment portfolio: when composed expertly, it delivers more than the sum of its parts. Led by Scott Murray, our team brings comprehensive expertise, numerous credentials and a century of combined experience to every client relationship. Together, we support every aspect of your financial life, ensuring your strategy is coordinated with care and executed with discipline.
Scott C. Murray
Ben Elliott
Nathan Charlton
Hendrick Liu
Erika Salvino
Tracy K. Liu
Kate Manderson
Alexis Romero
Our clients
Who we serve
Built for clients who want more than a standard approach, our team understands the nuances of complex financial situations and knows how to simplify, optimize and manage them with care. We are proud to provide personalized, professional support to each of the groups below:
Entrepreneurs & business owners
Building, managing and transitioning a business requires a coordinated approach to wealth.
C-suite executives
Complex compensation and evolving financial priorities benefit from thoughtful planning and long-term strategy.
Individuals & families
Preserving and transferring wealth across generations requires alignment across investments, estate planning and current and future priorities.
Organizations
Foundations and institutions require disciplined asset management, sound governance and consistent oversight of assets.
How we work
A coordinated approach to your financial life
With your professionally managed custom portfolio at the centre, we bring together comprehensive wealth planning capabilities into one coordinated strategy unique to your lifestyle, situation, and needs. Working alongside your existing lawyers, accountants and tax advisors, as well as our RBC Premier & Private Banking colleagues, we ensure every aspect of your financial life is connected, aligned and executed effectively.
Portfolio management
Portfolio management
We actively manage your investment portfolio, navigating changing market conditions while remaining aligned with your return objectives , risk tolerance, and broader financial strategy.
Wealth planning
Wealth planning
We provide financial planning, estate and trust advice, business owner planning, charitable giving guidance, succession planning, and complex structuring–delivering comprehensive family office services tailored to our clients.
Coordinated strategy
Coordinated strategy
We work closely with our clients’ existing tax, legal, and other advisors to ensure portfolio management and wealth planning are fully integrated and aligned with your objectives.
Risk & protection
Risk & protection
We evaluate our clients’ risk, tax liabilities, and other financial obligations and use tax-exempt insurance solutions to provide liquidity and transfer wealth to the next generation.
Investment strategy
“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
A fully-customized portfolio
Grounded in well-established investing best practices and rigorous market analysis, we develop, monitor and rebalance your custom investment portfolio through a clear process rooted in independent research and a deep understanding of the markets. By setting defined objectives and maintaining disciplined alignment with your broader financial strategy, we prioritize long-term outcomes over short-term noise, building portfolios designed to remain resilient and safeguard capital across market cycles. To that end, our strategy focuses on:
Discipline
Research
Alignment
Longevity
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.
Insights
Our insights provide perspective on markets, planning and wealth decisions—helping you stay informed and confident as your financial life evolves.
Discover what custom can do for you.
From your very first meeting, our team is committed to delivering an experience entirely tailored to you. Schedule your complimentary consultation with us today.
Email:murrayprivatewealth@rbc.com
Phone:604-257-2511