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Wealth Management is much more than investing money. It is having a Wealth Plan that is catered to your unique situation and prepares you for future life events. We aim to provide you peace of mind while you pursue life goals and financial aspirations.
With 21 years of experience and service at RBC, you can be confident in our ability to navigate the market and ensure you have an estate and wealth plan in place. Our investment discipline and philosophy are honed from years of experience. RBC’s family office services, along with a comprehensive suite of resources, provide a solid foundation to meet your wealth management needs.
We are privileged to be part of the group qualified to offer Private Investment Management, which consists of fewer than one quarter of all advisors at RBC Dominion Securities. Timely response to market volatility and enhanced risk management are some of the many benefits to you. In addition, we are experienced working with seniors, business professionals and charity organizations.
Our team and I would be delighted to work with you to craft Your Wealth Plan.
Jennifer Yong Senior Portfolio Manager & Financial Planner
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation...
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
