Uju Ukpeh
Investment Advisor
My commitment to you
I ensure you are well-prepared for all stages of your financial journey and have a sound estate plan that eases the tax burden for your beneficiaries. By simplifying complex financial situations for high-net-worth individuals and families with wide-ranging needs, I help clients successfully navigate each milestone, forming meaningful relationships that last through generations.
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
My A+ portfolio management program with RBC Dominion Securities is designed to simplify your complex financial affairs. Unlike traditional programs, A+ fits you, not the other way around. Managed by exceptionally qualified experts and backed by ongoing research, it promptly responds to market forces, removing emotions and guesswork, and automatically re-balances to meet your goals.
How we work
Busy professionals and high-net-worth individuals like yourself have unique needs, from estate and tax planning to requiring strategic advice for personal and business finances to asset diversification and dynasty trusts. My team and I are well-equipped to address these and more, offering you the flexibility of a one-stop shop of expertise to help you build, protect, and transfer your wealth.
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.
Our clients
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.
My clients include high-income healthcare and legal professionals, established multi-generational families, and women who earn and manage their or their entire household’s wealth. I take a disciplined approach to portfolio management with an objective, long-term methodology tailored to your values and goals.
Highly affluent individuals
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.
Working professionals
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
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.