We provide transparent and objective advice, giving you more clarity and confidence in all aspects of your financial life.
We take a comprehensive approach that extends far beyond investments. From disciplined portfolio management to financial, lifestyle and legacy planning, we work with you to create a customized wealth strategy, giving your more confidence, security, and peace of mind.
Professionals at your service
Our experienced team delivers exceptional service to our clients.
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
We help you navigate your financial life, giving you peace of mind and confidence in your future. To do so, we design 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, we tailor solutions to your circumstances. Working with us is unique because we offer the care and attention of a boutique family office with the vast tools and resources of Canada's leading investment management firm.
How we do it
We start with a discovery meeting, taking the time to get to know you and your family’s priorities and goals, time horizon and risk profile. Next, we develop an Investment Policy Statement—the guiding principles for your portfolio. Then, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with our firm’s experts. With your investments in place, we work closely with RBC’s specialists in financial planning, estate, taxation, insurance and more to ensure your every need is considered. Through ongoing monitoring and reviewing, we keep a close eye on your portfolio and wealth plan, making adjustments as needed.
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.
Serving specialized needs
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.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
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.
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.
Medical Professionals
Across a broad spectrum of healthcare disciplines and career milestones, we work with medical professionals to craft strategic financial road maps to actualize their aspirations.
What our clients say about us
As a team of professional industry experts, our top priority is to provide our clients with personalized and comprehensive investment and wealth management strategies to help them achieve their financial goals.
Don't just take our word for it - hear what our clients have to say about their experience.
Transitioning to retirement with confidence
We would highly recommend Ross Hodgson and his team to help you with your retirement goals.
– Joe & Famita C., recently retired
Investment and business legacy planning
I initially chose to work with Ross because of his professional advice and ability to understand my needs.
– Joseph S., President and Owner
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.