Paul Wannamaker
Investment Advisor
You have dreams. We have the expertise to help make them a reality.
We work with a range of clients who are looking for a strong relationship with their financial advisor, including high-net-worth individuals, professionals, and multi-generational families. Our personalized investment management and wealth planning services are designed to address your needs for growth, income, or capital preservation. By working closely with RBC specialists in areas like tax, estate and financial planning—and your existing professional advisors—we align your overall financial, investment and philanthropic goals, help prepare you for the unexpected, and minimize taxes for beneficiaries.
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 personal approach and personalized services centre on you, and begin 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 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.
Who I work with
My services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
Pre-retirees
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security.
Owner/managers
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.
Senior executives
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affairs.
Business professionals
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.
Medical professionals
Medical professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them.
Affluent families
Affluent families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
Charitable foundations
Charitable foundations and non-profit organizations requiring investment management according to specific guidelines.
Tax planning strategies for high-income earners
Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.
Discover several strategies that make for a tax-smart wealth plan.
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.