Transforming financial goals into lasting legacies
At Rae Family Wealth, we take pride in our commitment to excellence. Backed by nearly three decades of industry experience and strengthened by the support of our network across RBC Dominion Securities – one of Canada’s leading financial institutions – we offer bespoke wealth solutions that provide true peace of mind.
Dedicated to exceptional service
For our close-knit team at Rae Family Wealth, client service is always the top priority. We pride ourselves on offering personalized attention and customized financial strategies, ensuring our clients feel valued and supported every step of the way.
Patrick Rae
Jennifer Perehinec
Yubo Feng
Manny Wood
Joel Sunderland
Galina Lapteva
Our approach
Built for your long-term success
At Rae Family Wealth, we believe that effective financial planning begins with a deep understanding of your goals and aspirations. We take the time to get to know you, learning about your needs, values, and dreams, before crafting a tailored strategy that aligns with your vision for the future.
Discover why clients have worked with us for generations:
Extensive experience
We leverage our decades of combined experience and extensive industry knowledge to provide tailored solutions that are aligned with your unique goals.
Multigenerational management
We understand that true wealth management extends beyond a single lifetime and work with you to develop long-term, multigenerational solutions.
Superior service
We are dedicated to being accessible, responsible, and proactive, ensuring that you receive the highest level of support and guidance possible.
Collaborative approach
We utilize a collaborative family office framework, partnering with both internal experts and external professionals to serve your wealth in its entirety.
Our investments
A world-class investment approach
Leveraging our combined decades of expertise and in-depth knowledge of the markets, we’ll develop and maintain a bespoke portfolio perfectly aligned with your needs and circumstances.
Our portfolios are:
Structured & disciplined
Structure and discipline are at the core of our investment methodology. We adhere to a rigorous investment process that includes thorough research, in-depth analysis, and meticulous risk management. Portfolios are monitored continuously to ensure they align with your financial goals and risk tolerance. This disciplined framework enables us to navigate market volatility effectively and make informed decisions that protect and grow your wealth.
Goal-based
Our investment strategy is inherently goal-based, designed to align with the unique financial objectives of each client. We recognize that every person has different goals – and whether they are planning for retirement, optimizing your business’s excess cash, or preserving wealth for the next generation, we’ll tailor your investments to meet both your short-term needs and your long-term objectives.
Why choose us?
There are many avenues to choose from for your investment needs – here’s why we stand out from the rest.
Industry-leading resources
As part of one of the largest financial institutions in the world, we are able to leverage RBC’s commitment to innovation and vast resources to deliver expert solutions to our clients. At the heart of our investment approach are our industry-leading investment committees, made up of top experts from RBC Capital Markets and RBC Dominions Securities, who utilize RBC’s global reach and industry-leading technology in their decision-making.
Transparency and peace of mind
We prioritize your peace of mind with our commitment to open communication. Our detailed quarterly reports show you exactly how your investments are performing, keeping you informed and up to date. We always make ourselves available to answer any questions you may have, so that we can provide you with clarity and confidence about your investments.
Our clients
Passionate about people. Passionate about prosperity.
Our team specializes in crafting tailored financial strategies that address the unique and varied needs of our clients and promote long-term success and financial well-being. Not represented in our client groups below but still think you’re a great fit? Contact us to see how we can help.
Business owners
From tax-efficient investment planning to succession strategies, we help guide franchise and business owners every step of the way, providing personalized solutions that align with your entrepreneurial vision as well as your financial goals.
Supporting you from coast to coast
With a client base stretching nationwide, it’s no wonder that we’re big believers in convenience and accessibility. We’ll meet you where you’re at – whether that’s at your home, in the office, or over a call.
Insights
Experience unparalleled client service and true peace of mind
Email:patrick.rae@rbc.com
Phone:204-982-3474
Parking Information
Our office is located at 201 Portage Avenue on the 31st floor.
Parking is available at the 35 Albert Street parkade. Before visiting us, please provide us with your license plate number so we can validate your parking.