Our approach

We consider all aspects of your current financial situation – your priorities, income needs, risk tolerance, time horizon, and family dynamic – to understand what you want your money to accomplish. With that in mind, we create your wealth management plan, which will serve as the guiding principles for managing your investments.

Guided by your plan and RBC’s investment strategists and research analysts, we build your custom investment portfolios using an appropriate mix of stocks, bonds, mutual funds, GICs, cash, and other investment solutions. You can rely on our team to monitor your portfolio, recommend changes as needed, and keep you informed of its progress to ensure it continues to meet your goals.