Your financial circumstances are unique. The Yip Mackay Wealth Partners are devoted to clearly understanding what is important to you and employing the appropriate financial solutions to align your resources with your values and life goals. We would like to explore what this means for you and discuss how our experience and resources can help us navigate the evolving journey together. Our clients tell us, "It's a lot more fun to live your legacy than to leave it." What might that look like for you?
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
As a disciplined and professional team with more than 150 years of combined industry experience, we take the time to fully understand where you are today and where you would like to be in the future. We provide leadership that employs personalized, research-backed financial solutions to align your resources with your values and life goals.
Our comprehensive wealth management approach is the key to your success. We work closely with you to develop strategies and a custom plan to achieve your goals, both now and in the future. We will walk with you through all your life milestones, big or small, and celebrate them with you.
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
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.