Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
We partner with our clients to create customized wealth plans that reflect their unique values and concerns, developing financial solutions to support their vision for the future.
Our team welcomes you!
Leaning on experience and industry accreditations, our team of professionals help bring financial peace of mind to clients like you.
You’ve achieved a lot in life, yet there’s so much more you want to do
Whatever your goals, we take the time to understand what you want to accomplish with your wealth.
What we do
Your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.
We help our clients in the followings areas:
- Managing multi-generational family wealth: related specifically to the challenges associated with inter-generational wealth transfer — from understanding the unique psychological and social factors facing wealthy families to the complex financial issues associated with successful wealth transfer and creating an enduring legacy.
- Business owners: tax planning, wealth management, risk management, and succession planning
- Managing wealth for clients in transition: in particular, women (retirement, caregiving, divorce, widowhood); and sudden wealth (inheritance, winning the lottery)
- Incorporated professionals: tax planning, wealth management, risk management, and succession planning
How we do it
We begin with an introductory meeting. This meeting is designed to answer the question "Can we imagine ourselves working together?" If further exploration is desirable, several steps will follow in relatively quick succession:
1. The discovery meeting: The goal of the discovery meeting is to talk about financial issues in more detail, including (but not limited to) your specific concerns, your financial statements, and the cost of wealth management.
2. Presentation meeting #1: The goal of this meeting is to present a detailed outline of your financial situation based on the information gathered in the discovery meeting. We may or may not open investment accounts at this time.
3. Presentation meeting #2: This meeting takes place after accounts have been opened. The goal of this meeting is to discuss your customized wealth plan as well as the governance structure for the investments (the Investment Policy Statement). We will also outline the next steps to be taken in the wealth planning process based on your priorities.
4. Meetings with RBC Wealth Management Specialists: These meetings will be prioritized based on the concerns you have discussed with us. This could include a Will and Estate Consultant, Estate Planning Specialist (risk management), a Senior Trust Officer (Royal Trust), a Private Banker, and a High-Net-Worth Business Specialist.
5. Monitoring and review: The purpose of these meetings (to be outlined in the Service Plan) is to answer the following questions: "Where are we relative to the goals of our wealth plan?" "What is working?" "What needs to be changed?"
6. Education: We provide ongoing education as we help you to achieve your goals. Examples include Family Wealth Forums, Market Updates, and Classrooms.
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.