Tony Broxterman
Senior Investment Advisor
Practical Advice, Active Management.
Over the years, Tony has developed close relationships with some of the best Investment Managers in Canada. He is in regular contact with these managers to receive timely stock and fixed income ideas for his clients. This level of market vigilance is an asset to all clients of the Broxterman Team. You can expect to be contacted regularly to ensure your portfolios are well positioned.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Client testimonials
What our clients are saying
We are so grateful for your knowledge, experience and determination all of which has helped us maintain a very well balanced portfolio that will help us live well during our retirement years. We are blessed to have been part of your business for so many years.
Thank you so much.
-B & M
You (and the team) have been taking care of us for 20 years - we trust and have benefitted from your advice and suggestions. We like the combination of expert direction with the ability to make choices we are comfortable with.
Thanks Tony, Liz, Carolyn and P.J.!
-B and A July 26 2021
Tony's ability to cut through the market noise and target opportunitiesis exceptional.Tony and team consistently outperform our expectations and we really appreciate the high-touch, constant communication. It's a pleasure working with them and we look forward to many more years.
-Jeff D. and Sue D. July 2016
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.