Zac Scabar
Investment Advisor
We believe that Wealth Management is about more than just the numbers
It’s about securing your future and creating lasting financial confidence for you and your family, and your business. With over a decade and a half of experience, we help families, business owners, and professionals navigate the complexities of wealth planning, investments, and financial security with personalized strategies tailored to their unique goals.
Our approach is built on trust, transparency, and a long-term commitment to your success. We take the time to understand your unique financial situation and aspirations, ensuring that every decision supports your vision for the future. Whether you're planning for retirement, growing your investments, preparing for business succession, or preserving wealth for future generations, we provide expert guidance and customized solutions to help you make informed financial decisions.
Let’s build your financial future together.
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
Investment Portfolios Built Around Your Life
We create portfolios that work for where you are today and where you want to be tomorrow. No cookie-cutter solutions—just strategies tailored to your goals.
What we do:
- Help you grow wealth, generate income, reduce taxes, or plan for retirement
- Take time upfront to understand your situation, comfort with risk, and what success looks like for you
- Build a realistic long-term plan that actually fits your life
We don't stop there. Depending on what you need, we can connect you with RBC specialists in insurance, estate planning, and business planning—so all the pieces of your financial picture work together seamlessly.
How we do it
Our Four-Step Portfolio Process
We keep your investments aligned with your goals—from day one through market changes. Here's how:
1. Let's Get to Know You — We start with a conversation about what matters to you: your goals, timeline, and comfort with risk. No assumptions, just listening.
2. Create Your Game Plan — We translate what we learned into a clear Investment Strategy—your personal roadmap for how we'll manage your money.
3. Build Your Portfolio — Working with our investment team, we construct a balanced mix of stocks, bonds, and cash tailored specifically to you.
4. Stay on Track — We continuously monitor your portfolio and adjust when needed so it keeps working toward your goals, even as markets shift.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.