We're partners in your financial life—whether you're an individual, part of a successful family, a time-pressed professional, or a business owner who has built or is building significant wealth. We listen to you and help bring clarity to your financial life, no matter how complex. We identify and intelligently manage risks, and establish and execute tailored solutions so you can save time and focus on what matters most to you.
Our collective knowledge, credentials, and experience are unique and enable us to provide you with considered and informed market views and advice, valuable insights, and a perspective grounded in a deep understanding of financial markets. Ultimately, it comes down to establishing a disciplined plan for your financial peace of mind and success—based on your unique and specific goals and circumstances, set forth in terms that are clear and relatable.
We're resourceful connectors. We work effectively with your established legal and tax advisors, in addition to our extensive network of specialists in tax planning, will and estate planning, insurance, investment banking, and corporate finance.
You rightfully expect the highest standards of discipline, discretion, accountability, communication, and accessibility. Every day we seek to earn the privilege to be of service, to be your first call.

A rare combination of experience, accreditation, and disciplined intergenerational thinking provides financial peace of mind to clients like you in a highly personalized and professional manner.
With Anthony Hoffer, Senior Portfolio Manager
Our personal approach to advice and solutions centres on you. It typically starts with a good conversation, an in-depth exploration of who you are and your unique circumstances, objectives, concerns, and opportunities that shape how you and your family define financial success.
We help you build and protect wealth through comprehensive wealth planning tailored to your unique circumstances, goals, and family needs. Beginning with an in-depth exploration of who you are, we create an individualized plan that brings clarity, establishes measurable success metrics, and evolves with your changing life. Whether navigating milestones, business transitions, or legacy planning, we provide timely, actionable counsel. With access to RBC's extensive resources—including our network of specialists in tax planning and strategy, will and estate planning, specialized insurance, philanthropy and legacy planning, investment banking and corporate finance—we deliver integrated solutions aligned with your goals.
When investing your wealth, your peace of mind is our priority. We take a hands-on approach, combining in-house expertise with RBC Capital Markets research to create portfolios based on your goals, risk tolerance, and time horizon. Our team of four seasoned professionals ensures every strategy benefits from thorough discussion and critical thinking, and we follow a disciplined, long-term investment approach grounded in research and sound judgment. Your portfolio is individualized to your tax considerations, return needs, and circumstances, and we communicate often, with regular reviews and detailed reporting.
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.
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.
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.
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
The latest economic and financial market perspectives from our team and other thought leaders and experts at RBC.
Please feel free to connect with us for a confidential, no-obligation initial consultation. Our offices are conveniently located at:
2300 Yonge Street, 18th Floor
Toronto, ON M4P 1E4
