You have dreams. We have the expertise to make them a reality.
We help you focus on what matters most—whether that’s building a secure future for your family, living your ideal retirement lifestyle, or creating a lasting legacy. Our personalized investment advice and portfolio management services are designed around your goals for growth, income or capital preservation. By working closely with your existing advisors and RBC specialists in areas like tax, insurance, estate and financial planning, we ensure every facet of your wealth is thoughtfully planned for and aligned with your long-term vision.
Professionals at your service
To serve our clients' most sophisticated and complex needs, we draw upon the expertise of our esteemed RBC partners. Here are some of the value-add groups in our network.
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 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. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level.
Depending on your needs, we may also connect you with our network of RBC 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
Our four-step portfolio process
Discovery – We gain a thorough understanding of your financial needs and goals, and look at factors like return objectives, income needs, time horizon and risk tolerance.
Investment Policy Statement – We create an Investment Policy Statement—the guiding principles for how your portfolio will be managed.
Personalized portfolio construction – We determine an appropriate mix of stocks, bonds and cash, working together with the firm’s investment strategists and research analysts.
Monitoring and reviewing – We monitor the portfolio and, from time to time, recommend changes to reflect market conditions. We also review the portfolio on a regular basis to ensure it’s meeting your objectives.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.