“Wise venturing is the most commendable part of human prudence.”

Sir George Savile (1633-95), 1st Marquis of Halifax


Our investment philosophy is simple

It is to preserve, protect and build wealth.


Our approach is driven by two strategic considerations:

1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.

2. To adopt the lowest risk strategy consistent with meeting specifically determined long- term financial expectations and needs.

We recognize that each investor has unique objectives. As a result, our investor relationships are based upon understanding the precise situation and goals of every individual and organization we advise.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Recent Posts

The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Interest rate mood swings

Interest rate mood swings

May 06, 2024 | Thomas Garretson, CFA

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 | Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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The value of having a strategic charitable giving plan in place

The value of having a strategic charitable giving plan in place

May 01, 2024 | Leanne Kaufman, President and CEO, RBC Royal Trust

Planned philanthropic giving can help create a beautiful legacy.

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