Our Approach


Putting you first

What’s really important to you in today’s world? How do you want to help your family? What are your objectives in life? We take the time to understand where you are today, and where you want to be in the future. Using advanced financial planning technology and the expertise of our world-class wealth management services team, we create a wealth plan unique to you.


Bringing it all together

You may be investing for yourself, family or business. You may be planning ahead for retirement, thinking about how to fund health care needs or organizing your estate for your family. Our approach brings together the expertise you need to achieve your specific goals, while uncovering opportunities you may not know you have to build and protect your wealth. At our core is a highly disciplined approach to investment management, complemented by in-depth wealth planning and access to resources from across RBC. We can help build the team you need, working closely with your trusted advisors both inside and outside RBC, to address your more complex financial needs.


Keeping you informed

We offer a highly personalized client experience and can communicate with you in a variety of ways, including video meetings. Given today’s realities, we understand your world is increasingly online, and we help you stay connected through RBC Wealth Management Online. With secure access 24/7, you can view your account information from wherever it’s convenient for you.

Preparing the next generation

It's important to Dale and Darice that their two boys build their financial knowledge and confidence to the point where they can make informed decisions. Find out how financial education and mentors have helped this family become better stewards of wealth.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

Jean-Pierre & Sharon – Empty-nesters and retirees

“The investment world is so in-depth. Unless you’re on top of it, you’d better let the professionals manage it. And it gives us comfort that they take care of it.”
See how the Walkers are redefining retirement on their own terms.

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Greg's Story

Greg Cochrane is a successful entrepreneur, CEO and father. As someone with little time, he appreciates the seamless, integrated experience RBC Wealth Management has provided for him and his family.

Selling the business, creating a charitable legacy

After selling their business, Drew and Sue wanted to focus their time and wealth on making their community a better place. Find out how a team of experts helped this family build a charitable legacy.

Let us connect you with an advisor today!

Please give us a call @ 250-712-2100 or fill out the below form and we will have one of our investment advisors contact you.

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Mark Kinnear

Branch Manager

250-712-2110 | Email me

Rebecca Ashley

250-712-2140 | Email me

Ellen Ward

Branch Administrator

Email me

Michelle Muhlbach

Assistant Branch Administrator

250-712-2174 | Email me