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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While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Video: Three reasons Canadian investors should care about U.S. debt

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Find out three ways U.S. debt can affect Canada.

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