Riley Otto, CIWM, CIM, CFP, FCSI
Portfolio Manager & Wealth Advisor
Disciplined Strategies. Exceptional Outcomes. We bring clarity and rigor to your complex wealth, so you can focus on what matters most.
Welcome to a disciplined approach to wealth management.
Led by Riley Otto, our team provides comprehensive, fact-based financial strategies for business owners, executives, high-net-worth families, and professionals in the sports and entertainment industries.
Riley's approach to wealth management is rooted in a unique background. Before entering the financial sector, Riley gained a profound perspective on dedication and the pursuit of excellence through the sport of freestyle wrestling. As a 7-time National Champion who represented Canada on the world stage, Riley understands that achieving long-term goals requires a meticulous game plan, emotional discipline, and flawless execution.
Today, Riley leverages his extensive accreditations, as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Certified International Wealth Manager (CIWM®) and Fellow of the Canadian Securities Institute (FCSI®) to bring the same championship level rigour to wealth management.
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 Differently
We do not believe in one-size-fits-all financial advice. We specialize in decoding unique and complex circumstances-whether that involves planning a business succession, managing the sudden wealth and irregular income of an entertainment professional, or structuring executive compensation.
By taking an all-encompassing approach, we work alongside RBC's esteemed network of tax, legal and estate specialists to ensure every facet of your wealth is optimized, protected, and positioned for generational growth.
How We Do It
- Discovery & Diagnosis: We start by understanding the complete picture; your career trajectory, your business, your family, your risk tolerance, and your ultimate legacy.
- The Blueprint (Investment Policy Statement): We draft a guiding document that dictates exactly how your wealth will be managed, structured, and protected.
- Disciplined Construction: We build a customized, resilient portfolio utilizing a dynamic balance of equities, fixed income, and alternative investments, backed by RBC's industry-leading research across Capital Markets, Wealth Management and our external research partners.
- Tactical Monitoring: Markets shift, and so will your life. We actively monitor, review, and adjust your strategy to ensure you remain on the optimal path toward your objectives.
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.