A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find acting for Canada's wealthiest families

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team's areas of expertise include:

Retirement planning: Helping you meet your retirement income goals and maximizing after-tax retirement income

Financial Planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals

Taxation: Implementing strategies to help reduce your family's tax burden

Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets

Estate and trust: Efficiently transferring your wealth to the next generation

Insurance: Providing financial security, tax reduction,

Charitable giving:  Helping you maximize your charitable legacy


Vice-President & Financial Planning Specialist, RBC Wealth Management


Vice-President & Will & Estate Consultant, RBC Wealth Management


Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.