Beyond investments-integrated wealth strategies for complex lives.
At Strauss Rom Private Wealth, we understand that true wealth management goes far beyond investment advice. It requires a team with experience, innovative thinking, and a comprehensive understanding of risk and opportunity. Ronnie and Mel lead a talented team managing over $2 billion in assets, delivering premium, personalized service that addresses the full spectrum of your financial needs. Whether you're planning for yourself, your family, or your business, we provide a fully integrated strategy designed to build and protect your wealth.
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 personal approach and personalized services centres on you, and begins with getting to know you, your needs and your goals.
What we do
Whether you are a young, successful entrepreneur, a sophisticated business executive, or a retiree with accumulated wealth, our team can provide strategic advice and solutions tailored to your specific needs. Strauss Rom Private Wealth understands that each client has a unique set of requirements, plans, and goals
How we do it
Many affluent individuals, families, and business owners have turned to Ronnie and Mel for professional wealth management solutions. Our team has helped clients diversify their assets, reduce portfolio volatility, transition assets, strengthen their positions, and increase the value of their estate – all with a level of service that exceeds industry standards.
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.