Delivering a highly personalized, boutique experience to your clients starts with having the right approach: One that puts the client at the centre of everything you do and provides them with the benefit of world-class investment management. As a successful wealth professional, it’s something you understand intimately – and it’s why your clients give you their trust and loyalty.

At RBC PH&N Investment Counsel, we serve our high-net-worth clientele with the same boutique approach, while offering the strength, resources, and expertise of RBC – a global financial leader. By joining RBC PH&N Investment Counsel as an Investment Counsellor, you can gain the best of both worlds, while continuing to serve your existing clientele with the same high-touch service they expect from you.

At the core of our offering is a consistent investment management experience, anchored by award-winning RBC Global Asset Management, and strategically augmented by international-calibre money managers, both traditional and alternative. Our dedicated PH&N Investment Counsel Portfolio Management Group oversees our mandates, curates our third-party managers, and provides additional due diligence to ensure client portfolios align with their needs, preferences, and objectives.

But it’s not just our investment offering that makes us different – it’s our family wealth stewardship. By tapping into the expertise of our industry-leading Family Office Services team of 250+ tax, estate, and financial experts, you can elevate your client offering. This team can help you address your client’s specific risks, and share powerful strategies used by some of Canada’s wealthiest families. They also help clients prepare the next generation for their legacy with financial literacy, business succession planning and philanthropy services. Plus, they help them live their best, healthiest lives with wellness and elder care planning.

When we say that we will provide care, expertise, and stewardship to earn our clients’ trust and be part of their life journey – we mean it. We invite you to learn more about why RBC PH&N Investment Counsel is distinct, and how we can help you build on your boutique offering with the support of Canada’s leader in wealth management.

Vijay Parmer Signature
Vijay Parmar, CA
President
RBC PH&N Investment Counsel