Comprehensive wealth management services for healthcare professionals and their families 

At Chu Lock Wealth Management, we aim to provide our clients with peace of mind in an ever-changing market. We offer a full suite of wealth management services centered on active investment management and holistic financial planning. We value a team-based approach with all our services, drawing on team member strengths to better service our clients. We work together and strive to take the burden of managing clients’ savings off their minds so that they can focus on what matters most to them.

Our advisory team has over 40 years of combined experience in the financial services industry, of which more than 25 years were dedicated solely to the needs of healthcare professionals and their families. We believe that every client’s portfolio must be supported by a financial plan. We work alongside clients’ accountants and lawyers to ensure that every detail in the plan is fully established, monitored and implemented. With each of our client relationships, we work to positively impact their lives by providing them the clarity and confidence they need to effectively protect, enhance and grow their wealth.

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.