Your family's wealth is more than a number. We treat it that way.
Managing wealth across a lifetime, and across generations, takes more than good investment returns. It takes a team that understands how your family, your business, and your financial plan are all connected. The Morissette Group brings together investment management, tax and estate planning, insurance, and business succession into a coordinated strategy tailored to your unique circumstances. Backed by the full resources of RBC and guided by over 30 years of experience serving families like yours, we act as your single point of contact. Every decision is informed, every specialist is aligned, and nothing falls through the cracks.
A family tradition of discipline, transparency, and integrity
Our team holds some of the industry's most respected designations, including the CFA charter and the Family Enterprise Advisor (FEA) credential. With over 30 years of combined experience in portfolio management, wealth planning, and client service, we bring a depth and rigour our clients count on.
It all starts with you.
Our personal approach and personalized services center on you, and begin with getting to know you, your family, your needs, and your goals.
What we do
Now in its third generation, our practice has been through the same transitions our clients face: passing the torch, evolving roles, preserving what was built while adapting to what's next. That experience is baked into how we work. We bring investment management, tax and estate planning, insurance, and business succession together into a single coordinated strategy. Because families who've spent generations building wealth deserve a team that thinks in generations, not quarters.
How we do it
It starts with listening. Before we build anything, we sit down to understand your family, your goals, and the things that keep you up at night. From there, we design a plan that connects your investments, your tax strategy, your estate, and your insurance into a single, coherent structure. We meet regularly, not just when markets move, but when life does. A new grandchild, a business sale, a change of heart. And when you need a specialist, we bring them to the table ourselves. You never have to coordinate. That's our job.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.