We are pleased to offer our clients a wide range of investment and wealth management services, many of which are complimentary to you as a valued client.
Discovery
  • Explore your current financial situation, portfolio and investment objectives
  • Establish your investment and wealth management goals
  • Determine your tolerance for risk and market fluctuation 
Strategy
  • Develop your individually tailored wealth management strategy
  • Build customized portfolios designed to meet your investment goals
  • Establish your needs for tax, estate, insurance and charitable gift planning
  • Provide research, commentary and information on specific holdings, markets or economies
  • Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your investment plans
  • Introduce, as appropriate, a full suite of services from our RBC partners
Enhanced Wealth Management Services
  • Benefit from the expertise of our RBC Wealth Management Services team, which includes specialists in financial planning, estate law and taxation
  • Comprehensive financial planning (Compass Financial Plan and/or myGPS™ Wealth Management Reports)
  • Will and estate consulting 
  • Insurance-based wealth enhancement assessment
  • Business succession planning 
  • Corporate re-organization advice
  • Family wealth management
Investment solutions
  • Proprietary and third-party investment products, including mutual funds and portfolio services
  • Global and North American equities, including stocks, preferred shares, income trusts and more
  • One of Canada’s largest inventories of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds
Investment portfolio services
  • Ongoing personal advice
  • Buy/sell recommendations
  • Scheduled portfolio reviews
  • Portfolio monitoring
  • Portfolio rebalancing
Research and information services
  • RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement and estate planning topics
  • Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan, and independent Veritas exclusive to RBC

 

For a free consultation, contact us today.