At The Colbert Group, we focus on the people we serve and the longevity of our relationships—not their short-term profitability. We accomplish this by leveraging decades’ worth of experience and the unmatched resources of one of the world’s largest banks1 to partner effectively, advise prudently, and simplify the complexity of your financial life. The result is a process-oriented, principles-driven team fully dedicated to your success, now and into the future.
1. By market capitalization. As at December 4, 2023 - S&P Global, FactSet.






—Eduardo Repetto, PhD in Aeronautics

With over a century’s worth of combined industry experience, our team has come to recognize the importance of building a variously skilled, highly collaborative team that is fully committed to supporting you and your family’s success. That commitment is strengthened by uniting our individual skills with those of our partners across RBC, ensuring you and your family have access to the highest level of service at every stage in your financial journey.











Learn more about how we can simplify the complexity of your financial life.
—Franklin D. Roosevelt
As part of RBC Dominion Securities, one of Canada’s leading full-service investment and wealth management firms, our team is proud to have access to industry-leading advice and world-class solutions for all facets of your wealth. Depending on the short- and long-term needs of you, your family, and your business, we’ll connect you with the appropriate partners, tools, and resources to address your unique and ever-evolving financial situation. Some of our key partnerships across the bank include:

From opening accounts and managing your finances to getting tailored guidance, our personal banking team offers trustworthy access to a range of banking services, products, and advice.

Our award-winning partners offer exclusive access to specialized banking, cash management, cross-border, and credit solutions to address the sophisticated needs of you and your family.

From cash management solutions to credit and lending, our industry-specialized commercial banking team are equipped to provide proactive business advice in support of your unique goals.

Whether you’re starting, growing, or selling your farm, our highly knowledgeable agricultural experts offer a range of unique strategies and solutions to support you and your family along the way.





—David Booth, world-renowned investor

In addition to our investment management approach, we offer holistic wealth management strategies and support to proactively address all aspects of your wealth. Fully centred on your unique needs and long-term goals, our areas of expertise include but are not limited to:

We work closely with you and your family to create a fully personalized financial and retirement plan that helps you accomplish your goals, preserve your wealth, and capitalize on opportunities.

Worry less, enjoy more with tailored insurance strategies that are designed to complement your financial plan and provide true peace of mind to you, your family, and your business.

Taxes are inevitable, but by exploring a range of tax strategies suited to your individual situation, we can help mitigate their impact, preserve your wealth, and ensure you can reach your goals.

You’ve worked hard to build a successful business—we work equally as hard to design a plan that protects it, lightens your tax burden, and ensures you can enjoy the fruits of your labour.

Protect your family and your assets with a customized Will and estate plan designed to ease the transition of wealth to the next generation and secure your legacy for generations to come.

Get access to preferred client care and exclusive privileges with your own private banker, helping to simplify the complexities of your banking needs and ensure alignment with your overall plan.

You have causes and charities that matter to you—what matters to us is helping you make a meaningful difference through a structured, tax-efficient plan that supports your philanthropic passions.

Whether you’re taking on additional responsibility or seeking to instill confidence in your kids’ financial decision-making skills, we offer a range of resources and advice to support your journey.
—Benjamin Franklin

As part of our holistic wealth management services, we leverage Private Investment Management—RBC’s leading investment platform—in conjunction with the world-class knowledge of the Portfolio Advisory Group to help our clients and their families achieve sustainable, long-term growth.

We rely on the knowledge and expertise of the Portfolio Advisory Group—an industry-leading team of senior economists, portfolio strategists, and research analysts who offer integrated analysis of companies, sectors, financial markets, and economies—to optimize our portfolios and help clients achieve their objectives.

As another layer of protection, we leverage the resources of RBC’s Global Asset Management (GAM) Economics and Strategy team—a group who identifies, interprets, and forecasts key market themes and risks—in order to help enhance our investment decision-making and asset allocation recommendations.

Before implementing our portfolio recommendations or making changes on your behalf, we consult the research of RBC’s award-winning team of over 250 professionals worldwide who focus on equities and Canadian credit research, ensuring we have a deep understanding of market trends and opportunities.

As a final test to ensure that your portfolio is well-positioned to sustain your lifestyle, protect your wealth, and grow alongside you, your family, and your business, our in-house investment professionals provide regular reviews that assess whether your portfolio is in alignment with your unique needs and goals.
—Eduardo Repetto, PhD in Aeronautics














Phone:800-567-7996