Robbie McCallum, CFA, CIM, MFin
Associate Branch Manager & Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your 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.
Providing direction, meaning and purpose.
Robbie, along with his network of RBC specialists, takes a personalized approach centered on you. It begins with getting to know you, your needs, and your goals.
What we do
Robbie designs investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, Robbie tailors solutions to your circumstances. Before recommending anything, he reviews your situation in depth, defines your risk tolerance, and sets realistic long-term objectives aligned with your comfort level. Depending on your needs, Robbie may also connect you with RBC's network of specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Robbie's four-step portfolio process is designed to keep your investments working toward your goals at every stage. Robbie starts with a discovery meeting, where he takes the time to understand your needs, goals, time horizon and risk tolerance. Then he develops an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, Robbie builds your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm's investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, he keeps a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.