Investment Advisor

Advisor

Investment Advisor


Achieve financial freedom with professional wealth management


You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Exploring Canadian perspectives on estate planning

Having an up-to-date Will and powers of attorney are the cornerstone of an effective estate plan. Yet, a recent report published by the NIA in collaboration with RBC Royal Trust notes that the majority of Canadians do not have these key documents in place, despite the potential consequences to yourself and your loved ones.
Watch the video below to understand how you and your family can overcome the barriers we face when planning our estates.

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Individual Pension Plans (IPPs)

Value-added wealth services

In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.

These include:

  • Integration of your investment plan with your other service providers, including your lawyer or accountant
  • Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more 
  • Will and estate planning consultations through accredited Will and Estate Consultants 
  • Registered estate processing, tax reporting and T3 returns
  • Registered estate tax planning, including multiple and contingent beneficiary designations
  • Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
  • Custody and safekeeping
  • Annual consolidated tax reporting, including dispositions with book costs
  • Research, commentary and information on specific holdings, markets or economies upon request
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals
  • Automatic mutual fund purchase and redemption plans
  • Electronic Funds Transfer (EFT) capabilities
  • Interest paid on cash balances in investment accounts
  • Corporate reorganization advice
  • Cashless employee stock option exercise service
  • Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
  • Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more

Contact us

Perspectives magazine

Insights into issues affecting wealthy Canadians.

Volume 9, Issue 1

Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

Download now

Global Insight 2024 Midyear Outlook

Download Now

How can we help?

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Recent Insights

Pay attention to triggers for Europe

Pay attention to triggers for Europe

Jan 16, 2025 | Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

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U.S. equity returns in 2024: Premium performance

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Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Jan 09, 2025 | Robert Hogue

Homeownership costs have eased for three consecutive quarters in Canada. The share of income a household needs to cover mortgage payments...

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Trend & Cycle 2025 Technical Outlook

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Jan 08, 2025 | Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

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Kevin Wang

Investment Advisor

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