It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Simple > Complex

But simple doesn't mean easy or thoughtless. Our approach requires more work from us to build in effective systems, processes, guidelines and plans. Successful long-term investing and portfolio management is accomplished through a straight-forward, uncomplicated, operationally efficient investment program.

We believe in both strategic and tactical asset allocation. A strategic asset allocation utilizing broad diversification that helps reduce risk and protects against outlier events. Long-term returns are the only ones that matter.

How we do it

We offer you freedom from the day-to-day details of managing wealth so you can focus on what is most important to you – career, business, family or enjoying your lifestyle.

Enjoy the confidence of knowing your Portfolio Manager possesses advanced investment credentials. Also enjoy the comfort of knowing an independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines.

Our high level of customized solutions include personalized asset allocation, customized portfolios, and direct access to your Portfolio Manager.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC app on mobile

Ready to get started?

 

The first step is a conversation