Our process

We begin our relationships by getting to know our clients thoroughly. Only by knowing them and their circumstances can we uncover opportunities and challenges, including those even they may not be aware of. Be it visiting their place of business or meeting with their family, we go above and beyond to gain a complete view of their financial pictures.

Leaning on expertise from O’Hanlon Wealth Management’s in-house financial planner, key partners on the RBC Family Office Services team, and any relevant professionals in our clients’ existing networks, we develop a tailor-made wealth plan to achieve their objectives.

We combine decades of our team’s experience along with leveraging the resources of RBC Wealth Management and RBC Capital Markets to develop a high-quality, income-focused investment portfolio that meets our clients’ short- and long-term return objectives and supports their broader goals.

As we execute upon the plan and manage the portfolio, we maintain a close relationship with our clients, their other advisors, and their families. We hold regular meetings offering clear next steps that maximize impact but minimize the amount of effort on their parts. Thus, we ensure the approach we have tailored for them remains the one best suited to their current and future circumstances, and their lifestyle goals.