Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
Investment Management Philosophy
Tyler's most important job is to listen to understand you and your family's investment needs, and to work with you to set out short and long-term investment objectives. He will work with you to define your tolerance for risk and develop realistic investment expectations commensurate with your comfort level.
You have many choices when it comes to managing your investments. How do you make choices that are right for you? Before recommending an investment strategy, Tyler will consider your:
Return objectives and tolerance for risk.
Investment time horizon.
Current and future need for liquidity.
Current lifestyle requirements.
Tax situation.
Unique needs and circumstances.
Working with Tyler, you have direct access to the expertise and resources of RBC Dominion Securities, Canada's leading provider of wealth management services. Tyler is supported by a vast network of traders, economists, top ranked analysts and leading investment strategists.
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.
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
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.
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.
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.
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.