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

A return to yield curve normalcy?

A return to yield curve normalcy?

May 24, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Gold: More than meets the eye

Gold: More than meets the eye

May 17, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Three key ESG themes for 2024

Three key ESG themes for 2024

May 10, 2024 | RBC Wealth Management

RBC Capital Markets' Sustainable Finance Group provides an overview of three key environmental, social and governance themes that it believes will shape the sustainable finance market in 2024.

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