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

Knowing that each client is unique, we take personalized approach to wealth management. Once we truly understand your situation and needs, we recommend a portfolio built with a proven, disciplined approach, and designed to achieve your specific goals and needs. We also leverage our extended team of experts to work on estate planning, tax planning, insurance solutions, business succession, and much more. 

How we do it

We strive to make sure every client has a:

  • Personalized investment portfolio, with a fully transparent fee structure
  • Tax-efficient investment strategy
  • Customized, up-to-date financial plan (and has been offered a fully digital experience)
  • Current Will, Power of Attorney and Personal Directive

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