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.

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

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

|

Recent Insights

looking up at highrise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023 | Kelly Bogdanova

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more

How to Focus on What Matters Most

Jan 23, 2023 | RBC Inspired Investor team

Doomscrolling, emotional investing and other bad habits to avoid - plus some to try.

Read more

The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

Jan 23, 2023 | John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

Read more

As the U.S. hits the debt ceiling, what’s next for financial markets?

Jan 20, 2023 | Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

Read more