Life doesn’t always follow a straight path, and financial decisions rarely come with perfect timing.
Whether you're planning for retirement, navigating family wealth, or facing new financial questions, you deserve guidance that’s clear, steady, and built around your needs. Pearson Private Wealth offers the kind of disciplined strategy and long-term partnership that brings structure to uncertainty and momentum to your goals.
“We have embraced a “total wealth management” approach, which encompasses investment, financial, retirement, tax, insurance and estate and intergenerational planning – in short, the entire scope of your wealth"
– Chris Pearson, Senior Portfolio Manager & Investment Advisor
Your partners in planning
Decades of experience. A shared commitment to your goals. Get to know the team working behind the scenes to support your financial success.
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.
Discover Your Goals
We start by understanding your goals, timeline, and risk comfort, whether you're planning for retirement, family, or a major milestone.
Define Your Strategy
We create a clear investment plan tailored to you, including objectives, income needs, asset mix, and a framework to measure success.
Build Your Portfolio
Your custom portfolio includes diversified investments across equities, bonds, and guaranteed assets, guided by trusted research.
Monitor and Adjust
We review your portfolio regularly, adjust when needed, and keep you updated with transparent reporting and ongoing support.
Guidance for Every Stage of Life
Business & Investment Solutions
Managing a successful business or professional practice often means your personal and corporate finances are closely intertwined. Whether you're looking to optimize your cash flow, invest retained earnings, or plan for an eventual transition, our team offers the expertise and integrated advice to help you make confident financial decisions — for both today and the future.
Family Wealth & Generational Planning
Planning across generations with clarity, care, and purpose. When you are balancing aging parents and growing children, your financial strategy needs to work harder. We help protect what you have built, manage tax exposure, and create a plan that supports your family today and for generations ahead.
Planning for Life & Legacy
Financial clarity for today and a lasting impact for tomorrow means having a plan that evolves as your life does. We help bring clarity to complex decisions, protect accumulated wealth, and create thoughtful strategies that support your goals, values, and family, now and into the future.
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
Pearson perspectives
Strategic insight and timely updates to help you make confident, well-informed financial decisions, delivered with the clarity and care you expect.