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

U.S. productivity renaissance

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more
Video: Bank of Canada makes final rate cut of 2024

Video: Bank of Canada makes final rate cut of 2024

Dec 12, 2024 | RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.

Read more
Bank of Canada cuts by 50 bps, signals more gradual approach to follow

Bank of Canada cuts by 50 bps, signals more gradual approach to follow

Dec 11, 2024 | Claire Fan

The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the...

Read more
Worried about higher interest rates and taxes? Strategies to take back control of your wealth

Worried about higher interest rates and taxes? Strategies to take back control of your wealth

Dec 10, 2024 | RBC Wealth Management

Learn how you can benefit from investing in tax-advantaged plans, such as a TFSA, RRSP and RRIF.

Read more