Our goal is to become your family's trusted financial partner, guiding you and your family members through each stage of your lives. We serve a wide range of clients from varied backgrounds and with different needs, including:

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Individuals and families

You have goals, plans and dreams for you and your family. We'll help you plan towards making them happen with comprehensive wealth management services.

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Business owners and entrepreneurs

Your business started with a purpose. We're committed to helping guide you through the complex decisions of a thriving business, and manage your wealth in a way that reflects your unique values.

 
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Professionals and Executives

No matter what stage in your career, our approach to wealth management can help you reach your long-term goals and give you confidence you’re making progress.

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Corporations and Non-Profits

Our global approach has given us the opportunity to work with a number of international organizations to manage their portfolios in an ever-evolving global market.

What do our clients need:
 

  • Professional assistance managing investment assets
     
  • The ability to delegate day-to-day investment decisions with complete confidence
     
  • The freedom to pursue other important priorities – personal, family, business, professional
     
  • Alignment of multi-faceted financial affairs:
    • Investments
    • Tax management
    • Credit and lending
    • Private banking
    • Philanthropy
    • Trusts and estates

Situations where we could be a fit:
 

  • Seeking discretionary investment management
     
  • Wanting access to a full range of wealth management services
     
  • Looking for a “high-touch” service offering
     
  • Consolidating multiple investment providers
     
  • Concerned about current investment performance
     
  • Selling a business
     
  • Receiving a large executive bonus or package
     
  • Concerned about tax implications of large stock or asset positions
     
  • Away frequently or for long periods of time

You have questions, we have answers. Let's have a quick chat. Feel free to call or email us at 519-675-2021 or fjawealth@rbc.com.

Alternatively, please complete the following form if you would like us to contact you. Required fields are marked with an "*".

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Let's create your roadmap

We want to talk about your financial future.

Let us contact you

How do we manage wealth?

From retirement to philanthropy, we'll understand your needs.

Our approach