Gaining greater confidence about health care in your later years

Helping you take care of your financial health is what we do as your wealth advisors. But ultimately we’re doing that for a reason – to help you achieve your most important goals in life, whether it’s enjoying your retirement, creating a legacy for your family or living your best, healthiest life as you age. Please click on the link attached to learn more.

Executive summary: Global Insight 2026 Outlook

 December 19, 2025 |The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

Read more

More but less

 December 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Read more

Quarter-century crossroads

 December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Read more

Federal budget 2025: A summary of key measures that may impact you

 November 05, 2025 |RBC Family Office Services

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

Read more

AI’s big leaps in 2025

 October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

Read more

Get In Touch

We are located at 181 Bay Street, Suite 2350, Toronto, ON, M5J 2T3, Canada.

Office Number: (416) 842-3331 or Toll Free +1 (855) 630-0770

Let's Connect

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields