It all starts with you


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


Our wealth management process is built around a comprehensive financial plan tailored specifically to your goals and objectives. This plan will provide the foundational blueprint for all aspects of your wealth management needs.


Just as the plan is the fundamental building block to our wealth management strategy, the execution of that plan is rooted in defined, repeatable, measurable, and adaptable processes. Our investment strategy follows an institutional approach centred around the investment policy statement.


We could define successful wealth management results by the benchmarks set out in the financial plan. However, our definition of true success is getting you there while conserving your most precious resource: time.

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.

portfolio management, planning, partnering

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