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We believe every wealth and investment management solution we provide should be as unique as the clients we serve. That’s why our team focuses on building a trusting, candid, and long-term relationship with you so that we can better understand your unique needs, priorities, and goals and help you achieve them.
Our approach begins with a proactive plan that accounts for every aspect of your financial wellbeing – from financial planning to insurance planning and beyond. We spend quality time getting to know you, your family, and your hopes for the future in order to deliver our custom recommendations and connect you with the right partners – at the right time – along your financial journey.
A comprehensive financial plan is the foundation of your financial success. That’s why we carefully evaluate your current situation and provide expert recommendations to achieve your long-term goals.
Starting, building, and selling a business comes with their own unique set of challenges and opportunities. From managing your tax burden to retirement planning, we offer strategies to help you make the most of it.
Leaving a lasting legacy requires thoughtful, timely, and informed advice. To that end, we help you prepare a plan that eases the transition of your wealth, protects your estate, and provides true peace of mind.
We work hard to protect your hard-earned wealth, now and into the future. Working collaboratively as a team, we help implement tax-efficient, time-tested strategies to safeguard what matters most.
As our client, your portfolio is a direct reflection of your individual comfortability with a variety of important factors – from asset allocation to risk tolerance and more. And with Private Investment Management, RBC’s leading investment management platform, you benefit from a range of important differentiators that place you at the centre of every decision our team makes on your behalf.
The foundation of a truly personalized portfolio is a personal relationship with your portfolio manager, which is why we spend time building trust, understanding your needs, and tailoring every decision perfectly to you.
Every decision we make on your behalf is aligned to your Investment Policy Statement (IPS) – a document that outlines your return expectations, risk tolerance, and other unique preferences.
As part of RBC Dominion Securities, Canada’s largest full-service wealth management firm, we have unparalleled access to industry-leading research that augments our ability to build you a robust portfolio.
Limiting downside risk and reducing volatility are two fundamentals of our investment management approach, and we leverage our in-house expertise and that of third-party reviewers to ensure you’re on track.
Discover what true collaboration with an expert team can do for you
