The careful integration of investment products and related financial activities is vital to effective and efficient wealth management.

The Acheson West Wealth Management group provides portfolio advisory services, tax strategy, insurance protection, will and estate planning, legacy creation and inter-generational wealth transfer.

As registered Portfolio Managers, we have the accreditation and experience required to offer Private Investment Management services. Only a select group of highly qualified teams at RBC are registered to provide this custom, discretionary program. It allows our clients to outline their major goals and objectives, we help them develop a strategy, and they delegate the implementation and day-to-day management to our professional expertise.

Our Full Range of Services

  • Financial Planning

  • Investment & Portfolio Management

  • Investment Solutions & Plans

  • Private Banking

  • Retirement Planning

  • Business Planning

  • Estate & Wealth Protection

  • Custom-Designed Portfolios

  • High Net Worth & Family Wealth Management

  • Insurance Based Solutions

  • Tax Minimization Strategies

  • Charitable Gift Programs

Contact us to learn more about our discerning, disciplined approach to wealth management.