Family-first Approach and Disciplined Investing

Our trustworthy, caring, efficient team works with families who entrust us to manage their assets on a discretionary basis. We focus on quality income-producing assets, ensuring a balanced household portfolio that lowers volatility in changing market environments.

By building customized wealth management strategies for multi-generational families, high-net-worth professionals and individuals, and young adults inheriting family wealth, our team helps clients preserve, manage, and transfer generational wealth today – and for future generations.

Total Wealth Management Process

1. Understanding your family

We take the time to get to know you and understand your family’s financial needs, long-term goals, plans, and investment objectives. 

2. Creating your personalized investment plan

By examining your overall financial situation, we can identify your opportunities and create an investment plan tailored to your needs and goals.

3. Putting your plan into action

We implement your plan as part of our discretionary management process, accessing the full resources of RBC and RBC Wealth Management as needed.

4. Keeping you informed

We conduct ongoing reviews and reporting to keep you informed and provide you with guidance every step of the way.

 

Looking for a fresh approach to living your financial dream or a second opinion to bolster your financial plans?

 

Let us guide you.