It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

You have goals, objectives, and aspirations for yourself and your family. We’ll take the time to develop a tailored plan to help you achieve them and support you throughout your financial journey.

How we do it

Our work with you goes beyond your wealth and investments. We help you ease through life’s choices. Often, we’re among the first people our clients contact during milestones and significant moments. These include times when they need to make decisions or take the next step, such as when they sell their home or business, when a family member passes away, choosing when to retire, or planning for their children’s education. We feel privileged to be able to help you and your family whenever needed.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC logo on branch building RBC logo on branch building

Ready to get started?

 

The first step is a conversation

Contact us today