For over 25 years, we have been offering tailored investment guidance to help our clients and their families achieve their personal and financial dreams. What defines our team the most is our ability to build trust from the start. Accessible, professional, and attentive, we are here for you at each stage of your financial journey.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We take a dynamic and comprehensive approach to wealth and investment management to help protect your lifestyle, build your wealth, plan your retirement, and create an enduring legacy.
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage. Working together, we’ll create strategies designed to minimize risk, seize opportunities, and provide you with peace of mind.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.