Empowering you through customized portfolio solutions and comprehensive financial planning
As one of the leading wealth advisory teams in the nation, The David Jiang Group offers full-service wealth solutions for multinational families. We leverage a decades-long legacy of excellence and a deep commitment to client care to grow your wealth and to set future generations up for success.
Who We Are
Supporting you through every stage
From a roster of almost 2000 teams, The David Jiang Group has been awarded twice with the "One RBC Team Award" in 2020 and 2024 for their outstanding collaborative efforts.
David Jiang
Lynne Zhang
Kelly Bao
Helen Chen
Chloe He
Karina Wong
Backed by the strength and resources of RBC
When you choose to work with The David Jiang Group, you’re also choosing RBC – one of the world’s largest banks by market capitalization.1
1. As at December 4, 2023 - S&P Global, FactSet.
2. Retail Banker International (2020)
3. RBC Annual Report (2023)
Three-time winner of the North American Bank of the Year award²
Established in 1901
Over 17 million clients worldwide³
How we help
A full family office experience
Working alongside your existing partners and specialists, as well as our own trusted network, we proudly offer you a full family office experience that addresses every aspect of your financial life.
Our clients benefit from:
Discretionary portfolio management
Will and estate solutions
International wealth planning
Insurance planning
Retirement planning
Credit and lending services
Strategic tax planning services
Charitable giving solutions
Business transition solutions
Risk management strategies
Legacy planning
Trust planning
A dedicated three-step process
Learn
• Our team takes the time to get to know you and your family on a personal level.
• Through in-depth discussions and detailed assessments, we work to uncover your unique needs, goals, and aspirations.
Implement
• Based on our discussions with you, we craft a customized financial plan tailored specifically to your life and objectives.
• We work to execute your plan with precision and care.
Review
• Our team continuously monitors the markets and provides you with regular updates.
• We proactively identify any necessary adjustments to your strategy – and adjust your short- and long-term plans as needed.
A streamlined, sophisticated approach
Grounded in a commitment to quality, personalization, and innovation, we employ a disciplined investment strategy designed to meet your unique needs.
Focused on quality
We conduct thorough research and analysis to identify quality opportunities that promote long-term success.
Tailored to you
We recognize that each client has unique financial goals, and we customize our strategies based on them.
Empowered by innovation
We stay ahead in the financial landscape by analyzing data from the latest technologies and tools.
What we value
Driven by our values. Always focused on you.
Our team’s commitment to excellence is underpinned by four core values: trust, communication, compassion, and integrity. These principles guide every aspect of our work, ensuring that we provide the highest standard of service to our clients.
Trust
Whether we’re developing a wealth strategy or planning ahead, our goal is always to earn and maintain your trust in us.
Compassion
Our team takes the time to understand your needs and circumstances, so we can provide empathetic guidance that aligns with your needs.
Communication
Through regular updates and consistent reviews, we aim to ensure that you are well-informed and confident in every financial decision we make.
Integrity
We uphold the highest ethical standards and are committed to providing you with an honest, fair, and transparent experience.
We chose RBC and David Jiang upon immigrating to Canada 15 years ago and the latest investment report confirms that we made the right choice. We express our deepest gratitude to you and your team. Looking forward to our continued collaboration!
— Li (May 2024)
Insights
Reach out to our team today to get started
Email:david.j.jiang@rbc.com