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.
By working in collaboration with our in-house experts, our mission is to provide comprehensive wealth management services to our clients.
Using a process that first looks to understand the goals our clients have, and in working with our external team members, we create a personalized service plan that addresses communication, personal financial planning, insurance, and will and estate planning.
Among the individuals and families we work with, our clients include a number of business owners who are looking for an inter-generational wealth planning strategy, and a number of our clients also include high net-worth individuals and executives who require assistance with their personal and financial needs and are looking to protect, enhance, enjoy and transfer their wealth.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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
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.
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
PCA invites you to Wealth & Wheels on Sunday, September 20th, 2026
Sponsored by Wagman Daghlian Wealth Management Group of RBC DS and Le Mans Detailing
What do Wealth & Wheels have in common? Both require strategic planning, disciplined protection, and the right advisors to maximize their potential.
Your Porsche isn't just a vehicle—it's a tangible asset that appreciates with intentional stewardship. Like any investment in your wealth portfolio, it demands more than passive ownership. It demands a protection strategy.
Don’t miss the Show & Shine or Raffle (Here's the link to enter)
Prizes
1st: Free Detailing
2nd: 90 min Financial Plan by Wagman Daghlian Wealth Management Group
3rd: 2 tickets to drive racing simulators
Featured: Expert Wagman Daghlian Wealth Management Group and Le Mans Detailing specialists that are ready to help you prepare your Porsche Protection Plan.
Your Porsche. Your Legacy. Plan to Protect It.
Please see below our previous events.
Shifting your perspective on both wealth and wheels! We met up at the Porsche dealership in Markham for an exclusive event of adrenaline and insight where high-octane performance meets powerful financial strategy.
All to thank you for your loyalty and helping our relationship stay built to last, where er featured a charity raffle, prizes from our sponsors, goodie bags, and a delicious hand-crafted menu.
At the McMichael Canadian Art Collection, we painted a new perspective on both portfolios and paintbrushes. Our Wealth Building Presentation and Custom Art Display helped us draw comparisons, proving that building your portfolio is just like creating a masterpiece— it takes balance, vision, and the right brushstrokes.
Clients had the chance to explore curated works from local talented artists while our market experts shared powerful insights on building and diversifying your investment portfolio and staying updated on economic twists and turns.
Our Attendees Experienced a thrill they've never felt before. Whether you're a seasoned sim-racer or a curious first-timer , these simulators deliver authentic track-day thrills from the safety of the Porsche Experience Center.
We chased thrills and put our racing skills to the test in Porsche simulators. Then during the fascinating presentation by Global X representative, Tanya Rishi, we discovered how strategic financial decisions can drive the vehicles that define success.
Visit the link to see our event highlights and photo gallery of what you missed!