Organic stewardship of your investment capital

At Grace Wang Portfolio Management Practice, we align our investment tenets in the management of wealth for a diverse range of individuals, families, trusts, and foundations. As trusted stewards, our organic process is centred on seeking unique investment opportunities, and we implement our own research and selection strategies to deliver results.

Close-up of a leaf.Close-up of a leaf.Close-up of a leaf.
The Grace Wang Portfolio Management Practice team.The Grace Wang Portfolio Management Practice team.The Grace Wang Portfolio Management Practice team.
A beautiful home library.A beautiful home library.A beautiful home library.

Our approach

Backed by time-tested investment philosophies and in-depth research, our disciplined approach helps foster long-term growth.

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Our team

Each bringing a unique perspective to the table, our detail-oriented team of investment professionals is a true meeting of the minds.

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Our journal

As the building block of our investment process, our journal, first published in 2018, provides clients with a holistic view of our outlook on relevant capital markets topics.

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Client experiences

A park path lined with trees.

I met Grace over 25 years ago and we have never looked back. As we talked about my goals, she recommended ways to get there, calmly and intuitively guiding me so that I felt confident in her abilities and safe in the knowledge that she understood my needs and insecurities about finances. With Grace's help, patience, and knowledge my investments have grown steadily and to a sum that when I first met her, I never would have thought possible. She has always cared about me as an investor, but more importantly, as a person.

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A waterfall in a forest.

As a long term RBC employee, now retired, I had the opportunity to work closely with Grace in her capacity as investment advisor and portfolio manager. As a commercial lender many of my clients required professional investment advice for both corporate and personal needs. I had no hesitation whatsoever in referring them to Grace who was the utmost professional, easily transitioning the clients into the RBC DS family which greatly aided in solidifying client relationships. Grace is an extremely dedicated and hardworking professional, keeping the needs of her clients foremost in her mind at all times. She has managed my personal investments for some 15 plus years during which time I have enjoyed exceptional growth and appreciation in overall value. While markets could be volatile at times she had a special knack of putting matters into a proper perspective whenever she sensed any anguish and concerns.

Over the years I have confidently referred numerous friends and families to her as well and needless to say our relationship remains very solid.

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A corgi looking up at its owner.

Grace and her team have provided me peace of mind that my money is being invested well long term, and that when I have extra savings it can be deployed appropriately. I no longer need to spend my time researching the markets and picking stocks, knowing that they’re well-informed and have it under control.

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A pet bunny looking up at their owner.

I have been a client of Grace Wang since 2001. Through her and her wealth management team my investment portfolio has increased many times over. She has great instincts and insights as to what are good investments specifically for my needs. Whenever there is a market correction and I am concerned about the ups and downs of my investments, she always responds with intelligent reassurance which always proves to be correct. My latest venture with Grace and RBC DS is setting up a charitable trust foundation and alter ego trust where she gave me such excellent information/advice as to the setting up and workings of these trusts. I have great faith in Grace and her team.

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Put down strong financial roots today

Discover what our team of investment experts can do to help enable your future growth.

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