RBC PH&N Investment Counsel
At RBC PH&N Investment Counsel, we bring discipline to the investment process - as you would expect from a professional investment boutique - combined with the stability and strength of RBC, the largest financial institution in Canada. From building your wealth to leaving a legacy, we offer a complete array of wealth management services and solutions to help address your tax, legal, financial and investment concerns.
Personal Wealth Planning Services
Our exclusive services go beyond investing - we offer wealth management strategies that integrate investment management, tax planning, portfolio construction, wealth planning and personalized advice.
- Risk Mitigation
- Retirement Planning
- Business Succession Planning
- Estate Planning
- Tax Minimization
- Integrated Credit and Investing Strategies
- Charitable Giving
- Cross-border Private Banking
Innovative Wealth Management Solutions
With the support of our RBC Wealth Management Services team, we will identify solutions that will help you reach your goals and bring you peace of mind.
- Family Trusts
- Executor Services
- Charitable Gift Program
- Individual Pension Plans
- Retirement Compensation Arrangements
- Spousal Loans
- Insurance Solutions
- Socially Responsible Investing
Our Approach
Our “best of minds” investment approach brings together our award-winning affiliated money managers with select sub advisors to provide sophisticated investment management.
A Meticulous Process for Your Peace of Mind
We preserve and enhance your wealth through a disciplined, consistent and customized approach to wealth management.
- Discovery – Understanding What Is Important to You
Through our industry-leading client discovery process, we develop a deep understanding of your specific circumstances to identify your investment, retirement, tax and estate planning needs, and uncover unique opportunities to build and protect your wealth.
- Strategy – Preparing a Solid Foundation
We construct a customized strategy designed to meet your needs, drawing on our rich expertise, product selection and resources, anchored by the wisdom of the RBC Investment Strategy Committee and award-winning RBC Global Asset Management.
- Implementation – Putting All the Pieces in Place
Our disciplined investment management process employs a unique multi-manager approach that provides a complete range of investment solutions and styles to ensure the appropriate diversification of investments.
- Ongoing Management – Continuous Discipline and Attention
We continually monitor your portfolio to ensure it is in line with your overall wealth management strategy and reflects both changing market conditions and your changing needs.
- Communication – Creating Long-Term Value
Communication is an integral part of our approach. Beyond reporting, we are always available to provide guidance, answer questions or discuss your portfolio.
Tailored Services
At RBC PH&N Investment Counsel, our discretionary wealth management services are designed to free you from the day-to-day decisions required to manage substantial assets. We will guide you through key decisions in the preservation, growth and transfer of your wealth, so that you are free to focus on personal, family and business priorities.
Personal Attention You Deserve
- We will develop a relationship with you that is based on trust, discretion and proactive communication.
- Focusing exclusively on a limited number of clients, we will gain an in-depth understanding of your complete financial situation, family circumstances and aspirations.
- Taking your specific financial goals, risk tolerance and ongoing needs into consideration, we will construct a strategy to guide the day-to-day management of your customized portfolio.
Expertise and Resources You Require
- Your customized solution will encompass a focused investment strategy, risk mitigation, tax minimization, estate planning, succession and retirement planning, private banking and more.
- Your plan will also reflect your personal investment beliefs and preferences such as socially responsible investing and charitable giving.
- We work in close cooperation with your other tax and legal advisors and in conjunction with other RBC groups serving you, to ensure a seamless experience.
