Rick Kotick
Associate Branch Manager & Wealth Advisor
A boutique experience for client-first service
With competitive intelligence at the core of your financial plan, you’ll know you’re following the best-set examples. And you’ll feel like our only client every step of the way.
Feel like our only client
We’re intentionally selective to deliver superior service while being under the banner of Canada’s largest asset manager. When you need an expert in any aspect of your financial future, you’ll get the country’s best, and you’ll never wait for it.
Choose patience
We'll direct you away from chasing flashy products and media-fueled trends. Instead, we'll use our experience and competitive intelligence background to point you towards solid strategies that will help you achieve your long-term goals.
Stand proudly behind your decisions
More than an advisor, you’ll have an explainer. You won’t be intimidated by choice, noise or pressure to keep up. With unique competitive intelligence guiding you, you’ll know why the path you’re on is the right one for you.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
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.