At Ura Wealth Management Group our team of advisors offers integrated solutions for high-net worth business owners, affluent families, executives and professionals. Our commitment is to provide the very best professional services which incorporates working with all aspects of your overall investment and estate planning needs. Whether you’re in the process of accumulating wealth, converting wealth, protecting wealth or transferring wealth, we understand that providing a comfortable future for you family is what matters most.
At Ura Wealth Management, we provide discretionary Portfolio Management services to high net worth individuals and corporations. With discretionary investment management, you remain actively involved in setting overall strategy, particularly investment and risk tolerance. While we are responsible for day-to-day strategic and tactical decisions, we are able to offer tailor-made solutions for our clients and have the flexibility to work with our client to design strategies to suit their circumstances.
As part of the RBC Financial Group, Ura Wealth Management has easy access to a wealth of information and resources, and benefits from being part of a large corporate financial network of professionals, including analyst, economist, strategists, portfolio advisors and bankers worldwide