1. Who we are:

Our bilingual team of four specializes with English and/or Japanese speaking personal, business, and professional clients with families in BC (Vancouver/Victoria/Whistler/Kelowna), Alberta (Calgary/Banff), and Ontario (Toronto) areas.

Many of our clients have family ties overseas or choose to stay overseas seasonally, months at a time.

2. What we can do:

We can help ensure your individual, family, or business wealth are in line and managed with your best interests long term.

We can help transition your wealth so that your successors and/or beneficiaries are well informed through our education.

We can help maintain and grow your wealth if you have family or business overseas and/or stay overseas seasonally.

3. When to contact us:

If you or someone you know is moving, downsizing a home, or selling property and require regular income from proceeds.

If you have a diverse financial situation and/or looking for the best way to protect and/or manage the transfer of wealth.

If you, your family, or contacts are looking to simplify and/or consolidate and prefer service in Japanese and/or English.

4. Where to find us:

Our office is located in Downtown Vancouver across the street from Shangri-La Hotel.

Our services are available to residents of BC, Alberta, and Ontario. Please contacts us by phone or email 24/7.

5. Why us?

Our team of four is fluent in both English and Japanese and have lived and worked in both Canada and Japan.

We have ties to both countries like many of our clients and want to ensure they are serviced and well taken care of long term.

Individuals and family members may be more comfortable being serviced in English, Japanese, or both.

We can help in both languages verbal and written, in person, phone, email, or by fax.

6. How are we different?

Utilizing the breadth of RBC and team, we are always current on the industry and researching the companies and managers to invest your hard earned wealth.

We work with local professionals (accountants, lawyers, notaries, immigration consultants, experts within RBC and industry) to provide an exceptional client experience.

We help manage your wealth long term so you can focus your time and energy on what is important to you. Work, family, hobby, etc. Please reach out to us anytime.

日本語資産運用グループ

RBCウェルス・マネジメント資産運用グループならではのプレミアム・サービス
 
 

お客様の資産を守り、効率的に成長させるためのご提案(個人・法人対象)          

<個人・法人を対象としたプレミアム・サービス>

・投資アドバイスサービス

・ポートフォリオ組成サービス

・ファイナンシャルプランの作成

・リタイアメントプランニング

・遺産相続、信託

・保険商品のご案内

・安心の日本語グループによるサポート

 

長引く低金利、インフレによる家計の圧迫、税金負担、定期収入の確保、 老後資金の

確保など、 これらは現在多くの方が抱える不安です。 RBCウェルス・マネジメントでは

これらを克服する 資産運用を提案いたします。

 

Our Premium Services

Financial advising to secure and grow your wealth (for individual and corporate clients)

 ・Investment Advising Service

・Portfolio Planning

 ・Financial Planning

・Retirement Planning

 ・Estate Planning, Trust Service

・Insurance Advising

 ・Support by Japanese Language

⇒more about our premium services

RBC Wealth Management can provide solutions to overcome low interest rate environment, inflation, and tax burden, and also to secure reliable income including retirement income.


>RBCに注目する5つの理由

・ 母体であるRoyal Bank of Canadaは世界で最も安全な銀行トップ10

・ Royal Bank of Canadaは世界で最も時価総額が大きい銀行トップ10

・ 1901年創立、100年以上の歴史を持つ資産運用会社

・ 運用残高ベースでカナダNo.1の資産運用会社

・ 25年以上の金融経験を持つアドバイザー率いる日本語グループ

 

Five Reasons Why Customers Choose RBC

・One of the top 10 safest financial institutions in the world

・One of the top 10 largest financial institutions by net assets in the world 

・More than 100 years of history, serving investors since 1901

・Canada's largest full-service investment and wealth management firm by AUM

・Japanese advisory group led by IA with over 25 years of financial industry experience

 

<日本語直通>

お問い合わせフォーム / Contact Us

電話:604-257-7291  /  Eメール:shoko.sanchez@rbc.com


Fall 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

SPECIAL REPORT
Housing trends and affordability

Buying? Selling? Staying put? RBC Economics’ latest report offers insights on current trends across Canada.

Read more

TAX PLANNING
Year-end opportunities to reduce your 2018 
tax bill

Avoid the old April regret by reviewing this summary of key year-end tax planning strategies to help minimize your tax bill.

Read more

BUSINESS OWNERS
Professional practice incorporation

Is incorporating your professional practice right for you? Points to consider when making your decision.

Read more

PERSPECTIVES MAGAZINE
Business owner special edition

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

 

ESTATE PLANNING
Naming your TFSA beneficiary

Learn why it’s important to carefully consider who you choose as the beneficiary of your TFSA.

Read more

PORTFOLIO ADVISOR
A new horizon: planning for 100

Longer lives are leading Canadians to rethink their investment plans to help ensure they don’t outlive their savings.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
European equity downgrade: continental drift

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

SPECIAL REPORT
The new Canadian legacy

For many high-net-worth individuals in Canada, legacy is no longer their name on a hospital wing or performing arts building. What does this mean for the future of giving? Find out in a special report conducted by The Economist Intelligence Unit, commissioned by RBC Wealth Management.

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FINANCIAL PLANNING
Home economics: Canadian real estate vs. Canadian equities

Despite popular belief, owning domestic equities has been a great way to grow wealth compared with select Canadian real estate markets over the past 25 years.

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PERSPECTIVES MAGAZINE
Generations taking care of generations

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

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FIXED INCOME
Global currency outlook

Twelve-month forecasts suggest further gains in the U.S. dollar will be strongest against the British pound and the Canadian dollar, while the euro and yen should fare better.

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ESTATE PLANNING
Estate planning health-check questionnaire

Identify any estate plan gaps, and help avoid any potential legal and financial challenges with this quick “health-check” questionnaire. Quebec version.

Read more

PORTFOLIO ADVISOR
Wealth and inflation… what’s the relation?

Imagine needing a wheelbarrow of cash to buy a loaf of bread. While that’s an extreme case, inflation is an important concern for Canadian investors, especially as it’s been creeping up.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Spring 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
An old risk awaits offstage

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

SPECIAL REPORT
Emerging markets outlook

In 2017, emerging-market equities had their best year since 2009 – is there still room to grow?

Read more

FINANCIAL PLANNING
2018 financial planning checklist for seniors

A checklist of financial planning considerations for seniors and some commonly used strategies.

Read more

BUSINESS OWNERS
Passive investment income in a private corporation

The federal budget was released, replacing earlier proposals with new rules. What does this mean for Canadian-controlled private corporations?

Read more

ESTATE PLANNING
U.S. estate tax for Canadians

Assessing exposure and possible strategies for Canadians owning U.S. assets.

Read more

PORTFOLIO ADVISOR
Cryptic cryptocurrency

A short explainer on mysterious terms like "blockchain," "cryptocurrency" and "bitcoin."

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Winter 2018

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY
A less taxing situation

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

SPECIAL REPORT
Global Insight Outlook 2018

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2018.

Read more

PERSPECTIVES MAGAZINE
Peace of mind with giving

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

BUSINESS OWNERS
Update on private company tax proposals

What’s in and what’s out with respect to the federal government tax changes for Canadian-controlled private corporations.

Read more

TAXES
Tax planning strategies for high income earners

Tax minimization strategies for those earning $200,000 or more to consider with their professional tax advisor.

Read more

PORTFOLIO ADVISOR
Saving for retirement is easy – try spending it

Helpful tips for when pensions replace salaries, RRSPs become RRIFs and it’s time to dip into your nest egg.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Fall 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURED ARTICLE
Fast track to the future

Disruptive technologies are bringing cutting edge products and services to consumers, forcing incumbents to transform their business models.

Read more

BUSINESS OWNERS
The business owner's guide to wealth management

The life cycle of a business and its owner – from structuring a business to selling it, and everything in between.

Read more

CURRENCY MARKETS
Update on the Canadian dollar

A look at this summer’s dramatic rise in the value of the Canadian dollar and where it’s headed next.

Read more

ESTATE PLANNING
Joint ownership accounts

Before you open a joint account, it is important to understand the different options, how they operate, and the potential benefits and drawbacks.

Read more

PORTFOLIO ADVISOR
Raising rates, raising questions

With the Bank of Canada raising rates twice this past summer, we look at four ways higher rates may affect investors.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

PERSPECTIVES MAGAZINE
Multi-generational family wealth management

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

BUSINESS OWNERS
Selling the business checklist

A checklist of Canadian tax and financial planning strategies to consider before selling your business.

Read more

RETIREMENT INCOME
Income splitting and the attribution rules

A look at income-splitting strategies to help leave your family with more.

Read more

REAL ESTATE
Canadian owners renting or selling U.S. real estate

Learn more about the U.S. tax issues faced by Canadians who earn rental income from or sell U.S. real estate property.

Read more

PORTFOLIO ADVISOR
History lessons

What investors can learn from Canada’s 150th birthday.

Read more

FIXED INCOME
Exploring a new world of bonds

The potential benefits and role of global bonds in a well-diversified fixed income portfolio.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Spring 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE
Old Age Security and other government income sources

Frequently asked questions about government benefits for those approaching 65 years of age.

Read more

BUSINESS OWNERS
Salary versus dividend income

The tax implications and non-tax considerations that are important when deciding which form of remuneration to choose.

Read more

TAX-EFFICIENT SAVING
How the TFSA can help you reach your financial goals

Everything you need to know about this flexible savings vehicle.

Read more

SPECIAL REPORT
Brexit: The Road to Exit

This article serves as a reference point and helps answer questions that may arise as Great Britain’s exit process grows more involved.

Read more

PORTFOLIO ADVISOR
Naming your executor

Seven common pitfalls and how to avoid them.

Read more

RETIREMENT
RRSP strategies at 71

RRSP strategies that can be used, even after 71, as long as you still have RRSP contribution room or continue to make room.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Winter 2017

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE: Early 2017 tax tips

A summary of tax strategies that have deadlines in early 2017.

Read more

SPECIAL REPORT: Global Insight Outlook 2017

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2017.

Read more

PERSPECTIVES MAGAZINE: Managing wealth and change – Volume 4, Issue 2

A wide range of investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

PORTFOLIO ADVISOR
Why pay more taxes today?

How retirees can generate more after-tax dollars in the long-run by paying a little more tax today.

Read more

RETIREMENT: Locked-in retirement plans

Understand your locked-in plan to maximize your retirement benefits.

Read more

MARKET INSIGHTS
Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Fall 2016

Views on the global financial markets and insights on managing your wealth.

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

FEATURE ARTICLE: Running on Empty

While monetary policy has not been exhausted, it is becoming clear there may be limits to what the Fed can do.

Read more

SPECIAL REPORT: U.S. residency – Canadians travelling to U.S. beware

Being aware of U.S. residency and income tax rules can help you avoid unpleasant surprises and costly penalties.

Read more

PORTFOLIO ADVISOR: House rich, retirement poor

Why your family home is not a retirement plan.

Read more

INVESTMENT INDUSTRY
What is CRM2?

Answers to investor questions about new industry regulations coming into effect.

Read more

INVESTING: Digital disruption

Waves of change are pushing the U.S. Technology sector across the digital frontier and opening up attractive investment opportunities.

Read more

RETIREMENT CHECKLIST
Making the most of your retirement

A handy listing of the financial considerations facing those who are approaching retirement, or have already retired.

Read more

MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

 

Summer 2016

Views on the global financial markets and insights on managing your wealth

GLOBAL INSIGHTS MONTHLY

Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

Read more

WATER MANAGEMENT: The Bridge to Growth

How water flows through economic growth and ripples across investment themes.

Read more

PORTFOLIO ADVISOR: Protecting your digital assets

How you can help protect your digital assets, and the digital legacy you leave behind.

Read more

MARKET INSIGHTS: Wealth Management Review

The latest insights from our chief investment strategist on how investors should position their portfolios for today’s financial markets.

Read more

PERSPECTIVES MAGAZINE: VOLUME 4, ISSUE 1
You and finances: Discussing money

Volume 4, Issue 1 of Perspectives is now available, featuring investment, tax and lifestyle perspectives from RBC Wealth Management Services.

Read more

SPECIAL REPORT: Five key questions to consider in wealth planning

A “back to basics” look at key wealth management concepts, including mortgage debt, what to do with an inheritance and planning your sources of retirement income.

Read more