Penny Forbes
Investment & Wealth Advisor
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
You have dreams. We have the expertise to help you make them a reality.
My team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Wealth is…
From your personal aspirations to the legacy you want to leave, your financial goals and needs are unique. With a personalized approach, Penny and her team at RBC Wealth Management helps you achieve what matters most to you.
Your Family's Financial Navigator
Chart Your Course. Our Strategy. Your Legacy
Wealth management isn't a one-time plan—it's a constant journey. Life changes. Goals evolve. Backed with the resources of RBC, Canada's largest and most trusted financial institution and leading full-service wealth management firm for high-net-worth clients since 1901. We guide you every step of the way, helping you navigate from the wealth accumulation years through to the tax-efficient wealth transfer to your next generation and everything in between. With RBC's resources and expertise backing every decision, your entire family benefits from world-class strategies and personalized guidance.
The Process Is Unmatched and It Works:
Meet
We meet, where I listen to understand your family's vision, values and goals to chart your financial roadmap.
Discover
We uncover your complete family financial picture - assets, liabilities, incomes, expenses, insurance/gaps, wills/gaps, risk tolerance, investing timelines, and multi-generational aspirations.
Plan
With the help of my extended team, we create a comprehensive goal-centered financial plan individually designed for you to grow your wealth tax-efficiently, protect what matters most to you, and set up the next generation for success.
Implement
We build and manage integrated portfolios and other solutions as required based on your needs and complexities using RBC's world-class resources, strategies and solutions aligned to your individual financial plan.
Guide
Ongoing partnership with regular reviews, adjustments and adaptations as your life evolves, markets change and new opportunities emerge throughout your life to ensure we chart your course and correct and evolve as you do with world-class services backing you all the way.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
5 key questions every business owner should answer
Asking yourself the following five questions can help you get started.
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.
Second Opinion Service
Wondering if your investments are working hard enough for you? Let's talk. Our complimentary portfolio review reveals exactly where you stand—and where you can go.