Ram Zilka
Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
We help business owners and incorporated professionals in the Edmonton area build institutional-quality investment portfolios tailored to their goals. Our disciplined, research-backed approach centres every decision around after-tax returns, so your wealth works harder for you. Partnering with RBC’s specialists in tax, estate, and financial planning, we integrate your complete financial picture. Whether you’re growing your business, planning an exit, or building a legacy, we’re here to help you steward your wealth with purpose and clarity.
Grow more than wealth
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We help business owners and professionals navigate complex financial situations with clarity. We design customized, research-backed investment portfolios aligned to your goals, timeline, and risk profile—with after-tax returns at the heart of every decision. Whether you’re building wealth, planning a business exit, or creating a lasting legacy for your family, we tailor solutions to your specific circumstances. Partnering with RBC’s specialists in tax, estate, and financial planning, we make sure your full financial picture is always working together.
How we do it
We begin with a discovery meeting to understand your goals, business structure, and risk tolerance. Next, we build a personalized Investment Policy Statement—the guiding principles for your portfolio. Then we construct a disciplined, research-backed portfolio with after-tax returns driving every choice. With your plan in place, we collaborate with RBC’s specialists in tax, estate, financial planning, and insurance to integrate your complete financial picture. Through ongoing monitoring and behavioural coaching and financial education, we help you navigate market movements with confidence and adjust your plan as your personal and professional life evolve.
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.