Institutional clients

On a mission to achieve your vision

At Runnalls Private Wealth, we have a long history of simplifying the complex needs of institutional investors, non-profits, and family foundations by making it our mission to achieve their vision.

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Institutions

From helping simplify complexity to generating adequate returns to meet your various responsibilities, we act as trusted stewards of wealth every step of the way.

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Non-profits

From fulfilling your short-term needs to establishing your long-term vision, we provide expert, thoughtful, and values-based investment management advice.

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Family foundations

From discovering the causes that are important to you to implementing a strategy to support them, we help you make a positive impact while building your legacy.

A range of services for a range of needs

In line with our total wealth management approach, we provide all-encompassing wealth and investment management support to help you meet your unique objectives and achieve your long-term vision. Our areas of expertise include, but are not limited to:

Customized investment policy statements

Asset allocation aligned with your goals

Robust risk mitigation frameworks

Board and committee presentations

World-class research and market analyses

Comprehensive reporting and oversight

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Total. Thoughtful. Tax-efficient.

Discover what our no-stone-left-unturned approach can do for you.

Email:runnallswealth@rbc.com

Phone:416-974-3052