It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Wealth management is more complex than "buying low and selling high." It's the complete picture of your financial and personal situation, considering your comfort level with risk, industries you favour, portfolio management tactics, solutions that generate returns, and confidence in your financial future.

How we do it

As our client, you have access to an elite level of portfolio management, investment management, and wealth management services customized to help you build, protect, and transfer your wealth. These include discretionary investment management through Private Investment Management (PIM), the RBC Dominion Securities A+ Program, direct access to fixed income and money markets, Will and estate consulting, and insurance solutions.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?

 

The first step is a conversation

Contact us today