Rick Kotick, MBA

A boutique experience for client-first service

For years, RBC’s top investment advisors relied on our team’s competitive intelligence to help design portfolios and build futures for their clients. Now, we bring our unique offering and solid strategies to you. 

Feel like our only client

We’re intentionally selective to deliver superior service while being under the banner of Canada’s largest asset manager. When you need an expert in any aspect of your financial future, you’ll get the country’s best, and you’ll never wait for it.

Choose patience

We'll direct you away from chasing flashy products and media-fueled trends. Instead, we'll use our experience and competitive intelligence background to point you towards solid strategies that will help you achieve your long-term goals.

Stand proudly behind your decisions

More than an advisor, you’ll have an explainer. You won’t be intimidated by choice, noise or pressure to keep up. With unique competitive intelligence guiding you, you’ll know why the path you’re on is the right one for you.