Robert Blagojevic, MBA, CIM
Investment Advisor
Bring your goals to life with a comprehensive and achievable plan
No two people are the same, and while our clients' needs are often similar, we believe that each situation requires a customized approach. We work with a select group of families, professionals, business owners, and retirees who want someone they can entrust their most important decisions to, so they can focus on what matters to them.
Our clients believe in diversification, the importance of communication and integrity, and the value of planning. Let’s explore together how we can achieve your goals.
Our partners
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
While we offer considerable resources and wide-ranging services, we believe we can add the most value in five key areas. These include building prudently diversified and customized portfolios, focusing on tax efficiency, building goal-based, achievable plans, creating sustainable, tax-efficient retirement income streams, and demystifying the wealth management process.
How we work
The basis of long-term, successful money management, the Portfolio Approach centres around creating a customized investment portfolio that reflects your investment needs through the various life stages. Our approach uses four steps: developing a deep understanding of your needs and goals, creating your investment strategy, building your portfolio, and managing it diligently.
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.
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.
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.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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
Videos
What is multi-generation wealth management?
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.