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

Taking the time to explore all areas of each client’s financial life, we develop a roadmap to help build, protect and transition their wealth. This comprehensive wealth management plan helps clients with investing, financial planning, retirement planning, credit and lending, estate planning and more.

How we do it

We use a client-centred process in everything we do, from onboarding new clients to tracking their progress to celebrating each milestone. As partners in each client’s success, we ensure they benefit from our team of proactive thought leaders and industry professionals as we help them reach their 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