How we advise families

Our relationship with you and your family begins with an in-depth exploration of who you are, what you are trying to accomplish, and what success looks like for you. Be it in our office or in your home, spending time to get to know you is foundational to our highly individualized, high-touch service and helps us determine critical parameters for success.

Your wealth is multifaceted and dynamic, and so is the plan we develop for you. Our comprehensive approach takes into consideration all the elements of your life – evolving alongside it – and integrates the expertise of key professionals in each facet of wealth, including estate planning and intergenerational wealth transfer, tax optimization, philanthropy, business owner planning, and cross-border requirements.

Tailoring to your unique needs and objectives – taking into account your specific tax considerations and income needs – the Ascendant Wealth Partners Investment Committee determines the optimal asset allocation for your portfolio. As we design your individualized investment framework, we focus on capital preservation and strong risk-adjusted returns, keeping a keen eye to opportunity for you.

Specialists will always outperform generalists. That’s why we leverage the expertise of the world’s top investment managers in key market segments, drawing on ongoing guidance from RBC’s robust team of investment analysts as well as enhanced due diligence from the Ascendant Wealth Partners Investment Committee. In so doing, we select and optimize from 5,000-plus investment opportunities to which we have access to construct your portfolio.

Our work for you and your family is ongoing. Through regular touchpoints and meetings, we continually build upon and deepen our relationship with you to ensure we understand and cater to your needs as they evolve. With any shift in your objectives – or in our view of market investment opportunities – we review and adjust your plan or portfolio as needed.