It takes a team
In an ever-more complex world, it takes experienced-based expertise and principles-based advice to maximize one’s wealth and to help ensure the journey to achieving your goals is as smooth as possible. To do so, you need a team – and we are thrilled that ours just got bigger.
"It is the long history of humankind (and animal kind, too) that those who learned to collaborate and improvise most effectively have prevailed." – Charles Darwin
As humans, we often think of our success in life as brought about by our own individual efforts, skills, and abilities. But when we consider the path of humanity over thousands of years, we have evolved as highly socialized creatures who depend heavily on our “tribe” or “team” to survive and succeed – at first in the wild, and then over time in ever-increasingly larger bodies of people that are bound together under common cause. Together humans have done the truly remarkable, not only surviving but rising beyond any other animal or threat to become dominant in our world.
Today, we see the power of this successful socialization, bound as we often are by common causes, principles, moral codes, cultures, religions, and languages. And we see this inherent social behaviour manifest in business, government, organizations, and sport, all of which demonstrate the effectiveness and power of working together to achieve goals. So, while we can certainly succeed to some degree on our own, we are never truly able to maximize our impact and achieve meaningful outcomes when we go it alone. Pooling our expertise and contributions is what has and does make humanity successful. Collaboration, cooperation, and partnership between humans has raised us up, and is likely to continue to be how we develop and attain even greater heights of achievement.
Elite advice and service for elite clients
At RBC PH&N Investment Counsel, we are bound together through our shared goals and principles. But what unites us in common cause and drives everything we do as a collection of individuals, is putting our clients and their success first.
Your Investment Counsellor is the steward of your wealth, bringing their unique expertise, knowledge, and experience to bear to serve, support and help guide you through your life and wealth journey. They have invested their time to build knowledge through graduate-level learning and achievements, such as the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations, while committing to meaningful ethical codes and continuing education requirements. But it is their focus on and commitment to your success that makes them, in turn, truly successful – all through what we hope you agree is best-in-class advice.
It takes a Family…Office
But what makes RBC PH&N Investment Counsel true industry leaders is our collective team – or what we like to call the “RBC PH&N Investment Counsel family”. Supporting your Investment Counsellor is an entire organization completely focused on you and your family’s successful wealth building journey. This is most evident in our Family Office Services team of over 250 financial, legal, estate, taxation, and business owner planning specialists, who are there to support you. This team is an extension of your Investment Counsellor, who acts as your “navigator” and can connect with the expertise, knowledge, and abilities that you need, when and how you need them, to best ensure you achieve your goals.
The RBC PH&N Investment Counsel Family just got bigger – and even better
We are excited to expand our team by welcoming our new clients and their Investment Counsellor teams, along with highly qualified Family Office Services experts, from former HSBC Bank Canada into our RBC PH&N Investment Counsel Family. We know that our new colleagues come from a client-focused culture committed to the success and wellbeing of their clients and therefore will integrate seamlessly into our team.
We are also excited that our new clients will benefit from the same advice and service as our existing clients. Together, driven by the shared values, principles, and our commitment to excellence, we will continue to collectively deliver the experience and journey you and your family deserve, depend on and expect.
Past performance is not indicative of future results. Counsellor Quarterly has been prepared for use by RBC Phillips, Hager & North Investment Counsel Inc. (RBC PH&N IC). The information in this document is based on data that we believe is accurate, but we do not represent that it is accurate or complete and it should not be relied upon as such. Persons or publications quoted do not necessarily represent the corporate opinion of RBC PH&N IC. This information is not investment advice and should only be used in conjunction with a discussion with your RBC PH&N IC Investment Counsellor. This will ensure that your own circumstances have been considered properly and that action is taken on the latest information available. Neither RBC PH&N IC, nor any of its affiliates, nor any other person accepts any liability whatsoever for any direct or consequential loss arising from any use of this report or the information contained herein. This document is for information purposes only and should not be construed as offering tax or legal advice. Individuals should consult with qualified tax and legal advisors before taking any action based upon the information contained in this document. Some of the products or services mentioned may not be available from RBC PH&N IC; however, they may be offered through RBC partners. Contact your Investment Counsellor if you would like a referral to one of our RBC partners that offers the products or services discussed. RBC PH&N IC, RBC Global Asset Management Inc., RBC Private Counsel (USA) Inc., Royal Trust Corporation of Canada, The Royal Trust Company, RBC Dominion Securities Inc. and Royal Bank of Canada are all separate corporate entities that are affiliated. Members of the RBC Wealth Management Services Team are employees of RBC Dominion Securities Inc. RBC PH&N IC is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. RBC, RBC Wealth Management and RBC Dominion Securities are registered trademarks of Royal Bank of Canada. Used under licence. © RBC Phillips, Hager & North Investment Counsel Inc. 2024. All rights reserved.