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

Our focus is on planning and execution, and we view wealth management as a partnership where client and advisor are accountable to each other. By building a detailed plan, that is part of our disciplined six-step process, we can help ensure you meet your goals and discover your true wealth.

How we work

Reciprocal trust and accountability: Between client and advisor.

Proactive asset allocation: Reflecting your time horizon, risk tolerance and our economic outlook.

Solid planning: With an Investment Policy Statement, financial plan and service plan to help you to reach your goals.

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 app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today