We believe in making excellent exceptional: When you substantially and continually build upon the unmatched capabilities of the largest wealth management firm in the country, you tower over the rest. Supported by a deep bench of 20-plus in-house specialists, our four partners – Chris Newall, Graeme MacGregor, Peter Coward, and John Grant – draw on more than 125 years of collective experience to strengthen each other’s thinking, make the most of the investment markets, and enhance your financial life.
Our strategic insights
Read our thinking behind your portfolio from our in-house market strategist.
All for one – you™
The largest team at the country’s largest wealth management firm, The Harbour Group is dozens strong. Each contributing in an integral area of expertise – from relationship management and trading to strategy and administration – our fleet of in-house specialists nimbly and seamlessly pulls together in the same direction with your best interests as our guide.
Our investing philosophy
How we cultivate your wealth
A group of creative thinkers operating within a time-honoured establishment, we at The Harbour Group have built our reputation on the strengths of a steady approach through decades of varying markets.
We lead with research
We are keen students of the markets. We read constantly, widely, and extensively, internalizing the latest ideas from RBC and other prominent thought leaders, including paid research from the likes of Bloomberg and Veritas.
We test our thinking
Our collective wisdom is our greatest strength. Having four well-established lead advisors and a dedicated in-house market strategist means we are able to test and build upon our investment ideas internally, bringing the best ones to the surface.
We focus on the long term
More than a century of collective experience tells us you cannot win the short game. For decades, we have followed a consistent disciplined investing approach that focuses on the long term, which has historically bred superior outcomes for our clients.
We seek out opportunities
It’s been said that complacency is the foe of progress. Driven by a spirit of healthy competition, we strive to continually outdo ourselves and do more for our clients, a focus that constantly leads us to potential opportunities for your portfolio.
We factor for risk
Risk avoidance is forever at the top of our minds. We take a disciplined and thoughtful institutional-style approach to investing, which factors in extensive due diligence well beyond the average so we can safeguard your wealth.
We tailor to the individual
Individuals deserve individualized investing. With suitability always front and centre, we build a bespoke portfolio for you, customizing to your unique situation, including your goals, time horizon, risk profile, and more.
We communicate transparently
Your peace of mind is our top priority, so we make every effort to ensure you always know what’s in your portfolio and why, including regular reviews, thorough reporting, and frequent market commentary – and, of course, your advisor is always a call away.
Our wealth management approach
How we safeguard your capital
Making the most of your wealth requires safeguarding as much as cultivation, so we complement the time-proven Harbour Group investment approach with wealth management that is comprehensive, seamless, and ongoing – with our in-house financial planner at the helm.
Seamless experience
To make sure nothing ever slips through the cracks, our team follows a regimented plan custom-designed for you. From your advisor to your dedicated administrator and everyone in between, we collaborate closely and thoughtfully with one another, as well as our leading RBC Wealth Management partners, so we can deliver a seamless experience for your complete peace of mind.
Comprehensive offering
When it comes to managing people’s money, our team’s size and tenure mean we’ve seen it all. Whatever your financial picture looks like, we bring in the right elements at the right time to sharpen and enhance it.
Financial planning
Strategic tax minimization
Insurance solutions
Retirement income planning
Credit and lending solutions
Charitable giving
Wills and estate planning
Banking solutions
Ongoing support
Wealth management isn’t one and done – it’s an ongoing journey. Your advisor is at your side for all your financial decisions, big or small. Along with our in-house financial planner, your advisor maintains a close eye on your financial picture and any ebbs and flows that may alter it, so we can recalibrate our customized approach when and as needed to make sure you stay on course.
Insights
The Harbour Group insights
Read the macro investment strategy and asset allocation thinking behind your portfolio, penned by our in-house market strategist, Robin Gullason.
RBC insights
Discover the latest articles from thought leaders across our organization on everything from estate planning to philanthropy.
Ready to raise the bar on your financial life?
Whatever your starting point, we promise to apply the tremendous capabilities of our team to deliver you to higher ground.
Address: 200 Bay St., 25th floor, Toronto, ON, M5J 2J2
Email: theharbourgroup@rbc.com
Phone: 416-842-2300