A goal without a plan is just a dream

The more important the goal in your life, the more crucial it is that you have a well thought out plan to get there. My team and I create bespoke plans to help you and your family to achieve the most important goals in your life.

We specialize in providing world-class wealth management services to select individuals, families, foundations and corporations. Each portfolio that we build is fully customized to ensure tax efficiency, cash flow and wealth preservation.

We pride ourselves on partnering with you, your family and your business to provide the professional advice and service that you need. By choosing to work with RBC Wealth Management, you are ensuring that you are receiving best-in-class advice and the service that you deserve.

Please contact us today to learn more about how we can help you achieve your goals, and don’t forget to ask if you qualify for our Complimentary Portfolio Review service.

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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.

Andrew Porteous, CFP, CIM, FCSI, PFP

Investment Advisor

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Recent Insights

RBC Canadian Inflation Watch

Canadian inflation outlook still murky but January CPI growth slowed

Feb 20, 2024 | Nathan Janzen and Abbey Xu

Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4%...

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Positioning for inflation shocks

Positioning for inflation shocks

Feb 16, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

Feb 14, 2024 | Robert Hogue

It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have...

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

Feb 08, 2024 | Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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