Investment Solutions

In addition to the vast array of investment products, solutions and services we provide, we also offer you a number of value-added services, many of which are complimentary for our clients.

Retirement Planning 

Retirement planning strategies and solutions for each stage of your life.

Business Planning 

Every day, you make crucial decisions affecting the financial health of your business. Making the right financial decisions is a big responsibility - and we can help.

Estate and Wealth Protection 

Solutions and strategies for protecting your assets, transferring your wealth and settling your estate.

Custom Designed Portfolios 

Working with your Investment Advisor, you can create a customized investment portfolio that reflects your investment needs throughout the various stages of your life.

Access Manager Selection Program 

If you demand excellence, and want freedom from the day-to-day managing of your wealth, you can move up to a higher level of investment management with the Access Manager Selection Program.

Advisor Account 

A special type of investment account designed to offer you a portfolio approach to investing, and the simplicity of paying one annual, asset-based fee.

Guided Portfolio 

Enjoy a highly disciplined approach to equity investing, following the proven RBC investment strategy process to guide your decisions to buy or sell individual equities.

Mutual Funds 

With features such as built-in diversification, professional management, liquidity and more, we specialize in matching the right mutual funds with your needs and objectives.

Private Investment Management 

Exclusively for portfolios over $200,000, Private Investment Management offers a premium level of discretionary wealth management designed to free you from the day-to-day management of your wealth.

Wealth Management 

Plan for your retirement, save for a family member's education, protect your lifestyle, fund a major purchase or create your legacy - whatever your life goals, we can help.