Comprehensive Capabilities and Customized Solutions

We can help you define and strive to meet your goals by delivering a vast array of resources. You’ll have access to comprehensive wealth management capabilities that give you a broader spectrum of possibilities. Including personalized insights, a full spectrum of sophisticated investment solutions and customized portfolios based on your goals and objectives, with a dedication to an exceptional client experience.

Comprehensive Wealth Management:

Decisions made at every stage of your life can have long-lasting implications. We can help you evaluate your choices, developing a truly personalized wealth strategy, as well as provide guidance to grow and preserve your wealth for all you envision now and in the future.

Our exclusive services go beyond investing - we offer wealth management strategies that integrate investment management, tax planning, wealth planning and personalized advice.

With the support of our dedicated RBC Wealth Management Specialists, we will identify unique wealth planning solutions that will help you reach your goals and bring you peace of mind.

Investing:

Our clients are building businesses, leading companies, pursuing passions. Part of their success is knowing the importance of having the right specialists in place when they need it. As your partner in managing investments aligned with your vision, we continually identify potential opportunities and risks around the globe helping you navigate through the most challenging market cycles. We are able to implement these insights across all asset classes, including equities, fixed income, currencies and commodities, as well as alternative investments.

Your investment portfolio can include managed and self-directed strategies. We can work with you to determine the right combination to develop an investment plan that’s purpose-built to achieve your wealth management goals.

We provide you with access to the vast capabilities of RBC. This can include introductions to investment bankers, capital market professionals and private bankers.

We also provide opportunities to exclusive client events and educational programs for a select group of ultra-high net worth individuals.

Contact Us

If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

To meet with us, please contact Simon Lam at
514-878-7518 or send us an email:

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