As a tenured family practice, we believe the essential part of successful wealth management is building trust and confidence with our clients. We provide personalized advice through in-depth financial planning to help high-net-worth individuals, high-earning professionals, and multi-generational families discover the best approach to their desired future. Our team delivers tailored strategies designed to elevate returns, focusing on mitigating risk to help our clients reach their goals with peace of mind.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
The path to financial success is a marathon, not a sprint. We provide personalized wealth management, taking the time to truly understand your unique situation and needs. Our clients receive customized advice through in-depth planning and a disciplined investment approach, focusing on returns, risk mitigation, and tax efficiency.
You benefit from a regularly reviewed personalized investment portfolio, customized financial planning that evolves as your life changes, and access to RBC specialists in private banking, estate planning, insurance, and more. We also collaborate with your existing professional advisors to integrate your plans.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.