What distinguishes our approach to wealth management?

 
A grandchild and grandparent walking on a dirt path.
A grandchild and grandparent walking on a dirt path.

Understanding your priorities

We begin by listening. Understanding the unique needs and preferences of each client allows us to adapt our approach in subtle yet important ways, often resulting in differences in the structure and management of each client’s affairs. The result is a deeper relationship – one that develops because you, the client, have a direct, ongoing relationship with the person involved in the day-to-day decisions made on your behalf.

We believe in keeping our clients informed regularly, and appreciate the importance they place on transparency with respect to investment performance and cost of service.

Getting started
People examining papers on a table.
People examining papers on a table.

Custom investment management

Our disciplined investment approach focuses on protecting your capital while steadily growing your wealth within your tolerance for risk, always adapting to your unique and evolving needs and preferences along the way.

Our Investment Committee meets regularly to discuss macro-economic and market trends to help identify potential risks, while evaluating equity, fixed income, and alternative investment opportunities and strategies to apply to your unique circumstances. We then implement these strategies using sound portfolio construction techniques while taking into consideration your unique overall wealth management plan. We draw upon not only the vast resources within the Royal Bank of Canada (including RBC Global Asset Management and RBC Capital Markets), but also other sources, including external research providers, to help inform our investment decisions.

We follow a multi-discipline investment process that integrates not only fundamental security research, but also quantitative and technical analysis, and incorporates Environmental, Social, and Corporate Governance (ESG) principles.

Beyond investing

Learn more

We are able to provide you with more than investment management, and can assist in meeting a range of wealth preservation and protection needs. Our capabilities encompass areas such as risk management, Wills and legacy planning, retirement planning, and taxation strategies. By providing a comprehensive range of wealth management services, we enable our clients to plan and bring closure to some of their most important financial challenges.