It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Drawing on our expertise, we explore your current financial situation, establish your short- and long-term goals, and develop and implement strategic plans to help make them a reality. We know that life is not static — our approach is dynamic, constantly adapting as your needs and circumstances do.

How we do it

We want to earn your trust and build a lasting relationship, not just report earnings and go over statements. Dedicated to providing solutions for your uniquely complex needs, we collaborate with your existing professional advisors as well as our Will and estate, insurance, and tax-planning specialists.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?

 

The first step is a conversation

Contact us today