Stéphane Perron
Senior Investment & Wealth Advisor
Our Approach on Wealth Management
A personalized approach that integrates financial planning, protection of the wealth and estate planning. A portfolio management expertise that reflects your objectives and your risk tolerance.
Trust, Honesty and Transparency
"We recognize that markets continue to evolve, as does the global landscape. Our team brings diverse expertise to anticipate these shifts and deliver strategic solutions aligned with your investment and wealth management goals.”
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personalized approach begins with a comprehensive understanding of your circumstances, priorities, and aspirations—enabling us to provide solutions tailored to your unique situation.
Portfolio Management
We provide every client with access to fully customized institutional portfolio management. Your portfolio is tailored to your specific preferences regarding capital growth, investment income and asset preservation.
The level of expertise delivered through this approach is distinctive and highly advantageous. We provide access to approximately forty world-class investment managers carefully selected by RBC according to rigorous criteria, along with over one hundred investment styles.
Our mandate focuses on two primary objectives. First, we guide each client through their investment decisions while respecting their objectives and risk parameters. Second, we maintain rigorous ongoing oversight of each manager through regular and systematic monitoring.
We conduct regular meetings with our clients to keep them informed of portfolio performance and implement adjustments as required. All portfolio decisions are made with client approval.
Trust, integrity, and transparency are fundamental to how we operate—guiding every aspect of our portfolio management and ensuring clients remain central to all decisions.
Solutions tailored to your needs
We work with individuals and families, and our clientele consists largely of:
- Individuals requiring assistance with managing their family and multi-generational wealth
- Entrepreneurs, healthcare professionals, and attorneys
- Active individuals seeking peace of mind by delegating daily portfolio and wealth management decisions.
Among our clients are numerous business owners who:
- Seek to implement strategies such as tax reduction, wealth protection, risk mitigation, and retirement income optimization.
Trust, Integrity and Transparency
Each client has unique expectations. Our clients consistently tell us:
- That we genuinely care about them and listen carefully to understand their personal and financial needs and goals
- That they trust us to manage their wealth planning process on their behalf
- That we operate with integrity and transparency.
We are committed to making a meaningful difference in our clients' lives. We achieve this by:
- Saving them time
- Providing peace of mind
- Helping them save money
- Simplifying their financial lives.
If our approach reflects your needs and values, we encourage you to contact us.
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.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.