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


Invest with Insight

The latest market research, forecast and opportunities.

Global Insight Daily

Download today's commentary for the latest on:

  • Market movements
  • Canadian equities
  • U.S. and international equities
  • Key economic developments
  • Technical trends
  • Upcoming events to watch
  • Bond markets
  • Fixed-income, currencies and commodities
  • Money markets
  • Economic indicators

Download now


Global Insight Weekly

Download The Global Insight Weekly for the latest on:

  • Market movements this week
  • Canadian, U.S., Europe and Asia Pacific market analysis
  • Equity and fixed income markets
  • Upcoming events to watch
  • Currency and commodity markets
  • Leading market index performance
  • Economic indicators

Download now


Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

Download now


Global Insight 2019 Outlook

From China and U.S. relations to the hype surrounding artificial intelligence, we take a look at the macro trends which could impact your investment decisions in 2019.

Download now

Winter 2019

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

GLOBAL INSIGHTS MONTHLY
We’re in the “correction” camp

While the market’s deep drop put investors on edge, we see the correction giving way to a renewed advance in share prices.

Read more

ECONOMY
RBC Economics: Navigating 2019

Not since the financial crisis have markets ended the year with such uncertainty as they did in 2018. Discover nine big insights for the year ahead.

Read more

INVESTING
Global Insight 2019 Outlook

A close look at Canadian, U.S. and European markets and key factors that will drive financial markets in 2019.

Read more

SPECIAL REPORT
Humans wanted 

Canadian youth are entering the world of work just as it’s being transformed. How can they prepare for what’s coming next?

Read more

TAX PLANNING
Ten strategies to pay less tax in retirement

Are you retired or a soon-to-be retiree? These ten strategies can help maximize your after-tax retirement income.

Read more

EQUITIES
Coping with the correction

While the correction has frayed investors’ nerves and could persist, it doesn’t necessarily mean it’s heralding the demise of the bull market.

Read more

 

PORTFOLIO ADVISOR
10 years after: Lessons learned from the financial crisis

The 10th anniversary of the Great Recession provides important lessons for investors looking to make the right choices in today’s volatile markets.

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 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.

Read more

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.

Read more

PERSPECTIVES MAGAZINE
Generations taking care of generations

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

Read more

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.

Read more

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