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.

Our Approach and Service

 

Professional advice
First, we work together with you to understand your investment goals and create a personalized investment strategy. Then, we establish your customized service level agreement.
On an ongoing basis, we provide you with:

  • New investment ideas

  • Our comprehensive portfolio strategy

  • Portfolio monitoring and rebalancing

  • Regular portfolio reviews

  • Detailed account reports

  • Online account access and research


Wealth planning services
You may choose any of our wealth planning services in your personalized program. Some of the services available to you include:

  • Tax planning

  • Retirement planning

  • Investment planning

  • Will and estate planning

  • Insurance consulting

  • Education saving

  • Charitable giving

  • Individual Pension Plans (IPP)

 

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