RBC is a trusted name which offers you...

  • Confidence that your needs will be met. RBC's position as one of Canada's largest financial institution means we can provide the advice, expertise and services you need to meet your various financial needs, at each stage of life, all from one convenient source.

RBC Wealth Management can help you achieve your goals by...

  • Putting your mind more at ease. With so much uncertainty in the world, a trusted name like RBC can help you feel confident about where your wealth is managed. As one of Canada's leading wealth manager, and among the top five worldwide*, RBC Wealth Management has the strength and stability to help safeguard your wealth. Through a careful approach to doing business, and an unwavering commitment to our clients, RBC Wealth Management has been the financial institution of choice by millions of Canadians over time. *(By assets, Scorpio Partnership Global Private Banking KPI Benchmark 2015)

The broad range of services available to support your needs include...

  • The expertise you need, when you need it. As your life evolves so does your need for additional expertise in your financial affairs. Access the expertise of our RBC Wealth Management Services team, which includes highly accredited lawyers, accountants and financial planning specialists who use their expertise to provide strategies and support for our clients' wealth management needs.
  • Access sound investment management that lets you focus on what matters to you. We can create a customized investment portfolio based on your needs, with exclusive access to both RBC and third-party investment managers through our A+ Program. The managers we recommend are carefully vetted through in-depth research, and closely monitored on an ongoing basis to ensure they continue to meet your investment objectives and risk tolerances. With A+, you can entrust the management of your investments to professionals with confidence, and focus on what's most important to you.
  • Investment insights to help guide your portfolio in ever-changing financial markets. In addition to the extensive research my team conducts to uncover suitable investment opportunities for your portfolio, we also consider research from our firm's Portfolio Advisory Group. Our Portfolio Advisory Group consists of specialists in equities, fixed income, structured products and Exchange Traded Funds, who provide investment research and analysis to my team to help us manage your portfolio. This team provides investment insights and recommendations on an ongoing basis, independently assessing research and strategy from a wide range of sources, including RBC Capital Markets and RBC Global Asset Management. As well, they help us analyze robust company-specific research from leading third-party investment firms, such as JP Morgan, S&P and ValueLine. What's more, we also have access to fully independent research from Veritas, which is unique to RBC Dominion Securities.