No stone left unturned, no concern left unheard
At Runnalls Private Wealth, we always do our due diligence to ensure every aspect of your financial well-being is safeguarded. To that end, we deliver total, thoughtful, tax-efficient wealth management and advice in every relevant field, all while providing you a clear path toward your short- and long-term goals.
Financial planning
Investment management
Tax strategies
Estate planning
Charitable giving
Client education
Risk mitigation
Retirement planning
Consistent coaching in changing circumstances
Our team’s commitment to you is to remain steadfast in the midst of inevitable change. Whether that means providing consistent coaching in a market downturn or unwavering support throughout a significant life event, we leverage our in-house expertise – and that of our partners – to provide true confidence in all facets of your wealth.
Ian Runnalls
Chris Holland
Joyce Li
Mattea Kitzul
What we do
Total wealth management
Leveraging decades of financial services experience, the unparalleled resources of RBC Dominion Securities, and an unwavering commitment to your financial well-being, our team delivers comprehensive financial strategies to overcome any challenge or capitalize on any opportunity you may face.
Our unique approach involves an in-depth examination of three key areas:
Where you are
We spend meaningful time getting to know you, your family, and your current financial situation in order to uncover unique challenges and opportunities.
Where you’d like to go
With your current financial situation in mind, we discuss your specific needs, values, and goals, and where you’d like your wealth to take you over the long term.
How to get you there
Leveraging our in-house expertise in everything from financial planning to investment management, we provide a strategic plan to help you achieve your goals.
Piecing it all together
The pieces of your total financial picture that we bring together include:
Financial planning
We consider your unique needs, values, and goals and create an all-encompassing, stress-tested financial plan to help you accomplish them.
Investment management
We build you a fully customized portfolio based on your return expectations, risk tolerance, time horizon, and other unique preferences.
Tax strategies
We address your complex tax obligations, help you track your goals, and reduce your tax burden with personalized strategies.
Estate planning
We seek to protect your most valued assets, ease the transition of wealth to the next generation, and help you leave a lasting legacy.
Charitable giving
We help you build a structured charitable giving plan that helps you make a real difference in the causes that matter most to you.
Client education
We focus on educating you about your finances, industry trends, market updates, and other relevant topics.
Risk mitigation
We employ time-tested strategies to help mitigate risk, protect what you’ve built, and provide true peace of mind for the long term.
Retirement planning
We prepare you for the next exciting chapter of your life with a comprehensive plan designed to help you enjoy what you’ve built.
Our holistic approach
Find out how our approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.
Client education
Prioritizing your financial literacy
Client education is a key component of our total wealth management offering. We invite you to explore the resources below and to contact us with any inquiries.
Tax reporting guide
Find important dates and and tax information to prepare your annual tax return.
Financial literacy guide
Build sound financial management skills and better prepare for your financial future.
Family wealth guide
Discover 10 strategies to protect your assets, reduce taxes, and plan for retirement.
Estate planning guide
Plan for tomorrow today to help reduce taxes and simplify the transition of assets.
Financial planning facts
Explore TFSA contribution limits, RRSP deduction limits, and more.
Client events
Client events with financial experts
As part of our ongoing client education initiatives, we are pleased to invite you to upcoming client events focused on relevant financial topics. For any additional information, please contact us directly.
Events coming soon...
Runnalls Report
Total. Thoughtful. Tax-efficient.
Discover what our no-stone-left-unturned approach can do for you.
Email:runnallswealth@rbc.com
Phone:416-974-3052