Think outside the portfolio.

 

We’re interested in making a positive impact on your entire net worth, and delivering advice that allows you every opportunity to better grow and protect your wealth. Your financial, tax, estate, business, and banking needs will be coordinated in one simple wealth strategy.

Investment management

Your portfolio will depend on your personal goals, but in general, we seek steady, dependable, long-term growth. And, nearly every investment we make is backed by RBC’s team of top analysts, the Portfolio Advisory Group.

Financial planning

With a background in financial planning, Brendan is passionate about uncovering ways to enhance wealth. He learns everything there is to know about your needs and circumstances, creates projections for your financial future, and helps you take the right steps towards accomplishing your goals.

Business owner planning

We make finance one less thing you have to worry about. As you focus on your business, we can prepare for succession, minimize your personal and corporate tax bill, and generate the investment income you need to enjoy your lifestyle.

Will & estate planning

We ensure you have an air-tight estate strategy in place – one that not only protects your legacy, but provides clarity and comfort to your family in a difficult time. You can leave it to us to lead this charge, collaborating with the Estate Planning Specialists of RBC, as well as your own lawyer.

Tax & insurance strategies

Are you and your spouse getting the most efficient tax return? How are your family assets structured, and how might tax-exempt insurance products save you money in the long run? These are the kinds of questions we ask and act on as we examine your financial affairs.

RBC Private & Premier Banking

We work closely with partners at RBC Private & Premier Banking to ensure your savings, credit, and loan requirements are integrated into the wealth strategy we build. It’s just one of the ways we strive to be your first call for any financial need.