A commitment to your success. Helping you build wealth to secure your future.
We empower entrepreneurs, professionals, and families to make confident financial decisions through objective, tailored advice. Our hands-on approach covers wealth management, estate planning, financial planning, tax minimization, and intergenerational wealth transfer. Backed by experienced specialists, we blend institutional sophistication with trusted family advisor warmth. Whether building a business, planning retirement, or passing wealth to the next generation, our relationship-first philosophy ensures your priorities guide every strategy.
Helping you build success
Where your future finds its foundation.
We take a comprehensive approach to helping you achieve your personal and financial goals, guiding you every step of the way.
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
It all starts with you.
Our approach and personalized services centre around you. Understanding your goals, needs and circumstances is our number-one priority.
What we do
We construct a customized portfolio based on your life goals. Through a comprehensive approach, we cultivate investment objectives, risk profile, time horizon, security selection criteria, and more. Our disciplined and thoughtful institutional-style approach to investing factors in extensive due diligence, open communication, ongoing monitoring, and reviews, which allow us to ensure you’re on track.
How we do it
Our full-scope service brings together professional investment portfolio management and comprehensive planning across all areas of wealth. We work closely with highly qualified specialists throughout our robust RBC network to deliver integrated solutions personalized for you.
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Resources
Business Owner's Wealth Guide
Whether you need assistance managing your family’s wealth, maximizing your business investments or providing stewardship for non-profit assets, RBC Wealth Management brings together the solutions you need.
The Family Inventory
The Family Inventory guidebook has been designed to help you gather a comprehensive list of all information pertaining to your family's current financial concerns.
Retirement Checklist
RBC Wealth Management provides comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence of knowing your goals are within reach.