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Whether you’re considering a major purchase, selling your business, or need help setting up a complicated family trust, we are passionate about delivering clarity and financial strategies. We encourage our clients to contact us at any time for anything related to their wealth. That said, we strive to be proactive with our support and provide you with a personalized service plan that helps you and your family feel confident about your financial future today and for generations.
As wealth reaches a certain level of complexity, it becomes especially important to understand all available information and possible scenarios. That’s why we focus on asking you the right questions, the right way, and at the right time to truly understand your future goals, current situation, evolving needs, and the complexities at play. When it comes to your financial objectives and preferences, we don’t make assumptions.
As a result, we’re able to build and deliver custom financial plans that leverage the vast resources of RBC. These resources include financial planning technologies as well as leading wealth management experts in the fields of banking, insurance, estates, taxes, investing, and more.
We manage your portfolio on your behalf by investing within parameters that you’ve helped set – goals, time horizon, comfort with risk, and more. This approach frees you from the day-to-day investment decisions and provides agility to take advantage of or adapt to market movements as they arise.
Our strategies are informed by a combination of analysis, experience, and access to RBC Capital Markets and third-party research. To implement, we make use of a complete range of investment strategies available to us, from varying geographies, industries, and asset classes, which we select to fit your wants, needs, and preferences.
If you’re a business owner, you’re used to making tough decisions in high-impact situations. Our team offers experienced guidance and can advise on various business owner strategies from selling and succession to maximizing corporate assets.
When transferring wealth smoothly, tax efficiently, and according to your wishes, an ironclad plan can provide a real sense of financial peace. Our Will and estate planning team make use of their expertise in trusts, taxation, financial planning, and estate law and work alongside you and your existing professionals to help ensure your planning goals are met.
We also provide an array of charitable giving guidance and services, from charitable trusts to giving tax efficiently, for those who wish to leave an enduring legacy.