How we make a difference
Within one of Canada’s most respected investment counselling firms, RBC PH&N Investment Counsel, we are a team of professionals who build collaborative relationships with successful families to help them make sound decisions with their wealth
We take care of the families we work with by providing and co-ordinating advice for all facets of their financial picture, simplifying their affairs and helping them navigate life’s transitions.
Our highly experienced and accredited team works with a small number of clients to ensure close relationships and the highest level of care.
Our clients value our focus on comprehensive cash flow, tax and legacy planning and choose to delegate investment management decisions so they can spend their time on the things they enjoy most in life.
Our disciplined process ensures that portfolios are aligned with each clients’ unique needs and are designed to create a sustainable strategy for long term success.
