Talent builds a portfolio. Collaboration builds wealth.

How we work with you

Many Canadians approach wealth planning with a similar enthusiasm as visiting the dentist – necessary, but a burden. Though, we don't believe it has to be that way.

We aspire to deliver a client experience filled with passion and partnership that leaves you both confident and excited that your wealth ambitions can be reached, regardless of the complexity.

Life events vs. complexity


From that first phone call or email asking how we can help, we work collectively, as a team, to deliver the service our clients expect and deserve. Whether you prefer to meet in person, discuss business over the phone, or talk over e-mail, we’ll work with you any way we can, and always respond promptly to your inquiries.

Our 360° capabilities

The creation, preservation, and transfer of wealth evolves from a highly structured process. We're here to provide clarity and guidance every step of the way.

Ali Artani

Specialists at your service

Our team consists of more than 250 in-house tax and legal professionals with an exhaustive range of specialties. They are available to meet with you and your advisors to help explore, clarify, and execute solutions. Hear from a few of them below:

Prescribed rate loan planning


When should you review your will and estate plan?

5 key questions every business owner should answer

Individual Pension Plans (IPPs)

Charitable giving and foundations


Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Ali Artani

Ali Artani, CFP®, CIM®

Investment Advisor & Financial Planner