Comprehensive Wealth Management for Individuals & Families

Investment Management

Investment management is the core of a solid wealth management strategy. Our process for recommending investment portfolios will include an analysis of your unique variables including:

  • Time horizon & cash flow requirements

  • Risk tolerance

  • Expected and/or required returns

  • Asset class preferences

  • Tax status

We offer a defined level of service including transparent reporting, timely commentaries and RBC provides unparalleled research and oversight. We will work to integrate your investment portfolio to align it with your overall wealth management plan.

As a Senior Portfolio Manager, Jerrod has achieved the experience and educational requirements to manage client portfolios on a discretionary basis. If you are interested in removing the stress of investment decisions, click here to learn more about Private Investment Management.

Financial & Retirement Planning

As a Certified Financial Planners (CFP), Jerrod and Sandra can assist whether you are saving for retirement, planning your retirement income and navigating the sale of a business or farmland. We offer solutions and the support of a team of specialists that will customize a plan to your unique situation.

  • Wealth Accumulation: saving and investing for growth in a tax efficient manner

  • Wealth Protection: identifying and managing risks to your financial well-being

  • Wealth Conversion: generating a tax efficient and reliable income stream for retirement income

  • Wealth Transfer: Passing wealth to future generations according to your wishes

We will co-ordinate with your personal accounting and legal professionals, and RBC provides additional expertise in more complex situations.

To learn more about Comprehensive Wealth Management, click here. 

For more information on retirement planning, click here.

For more information on Estate & Wealth Protection, click here.