Nick Scholte, CIM, FCSI
Senior Portfolio Manager
Earning Your Trust
Led by Nick Scholte, Vice-President and Portfolio Manager, our team's approach is best suited for conservative investors seeking thoughtful and transparent guidance in their financial affairs.
Our Commitment
We promise to get to know you, and to earn the right to be your trusted partner in achieving your financial ambitions. In consultation with you, we will jointly develop a personalized and written Investment Policy Statement that guides us in the management of your investments and, most importantly, allows you to sleep at night. We pledge to consistently adhere to sound investment principles, and will remain transparent in doing so. Specifically, we will always deliver prompt, regular, and clear communication, and will be equally responsive to any communications initiated by you. And, where appropriate, we will engage our professional colleagues and bring to bear any other appropriate resource of Canada's largest financial institution to help you achieve all your wealth planning goals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
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.