Helping clients achieve their goals
As a wealth management team with over 30 years of experience in the industry, we combine innovative strategies of today with long-established investment techniques to create customized investment portfolios that help our clients to achieve their personal and financial goals. We provide a very high level of service and keep things simple for our clients, building a level of trust that allows them to focus on other aspects of their lives, whether it be spending time with their family, enjoying retirement or focusing on their career or business.
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
When you reach the stage in your life or career where you require professional assistance with the management of your wealth, The Greg Upson Wealth Management Team can help.
Wealth management encompasses several aspects, including Financial Planning and Will & Estate Planning. That is why we have additional members on our team who specialize in these areas. Combined with well-managed investment portfolios, these services are critical to peace of mind and comfort in retirement and this is why we make them available and complimentary for clients.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Newsletter
Please read our latest version of our Newsletter below.
Publications & Sites
Publications & Sites
Explore our curated collection of investment insights, tax strategies, and wealth management resources. From 2026 tax tips to capital gains planning, discover expert guidance tailored to your financial goals.
FAQs
FAQs
Managing your investments doesn't have to be complicated. Whether you're updating your contact information, accessing your accounts online, or navigating RRSP and RRIF withdrawals, we're here to help.
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.