UHNW Investors

Proactive, comprehensive wealth management that provides simplicity and convenience including:


  • Comprehensive projection analysis
  • Risk budgeted, open architecture portfolio management
  • Customized Investment Policy, monitoring and tactical risk management
  • Tax minimization strategies
  • Estate, legacy, charitable giving and succession planning
  • Commercial banking and private banking
  • RBC Private Insurance (high value collectables, travel, staff, lifestyle protection)
  • Complete banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services
  • Customized reporting solutions monthly and at year-end for audit purposes
  • Encrypted email communication
  • NDA bound process (if requested)