Our approach

What we do

Getting the right investment advice is a key part of managing your wealth, but it’s just one part of the bigger picture. You may also require assistance with retirement planning, estate structuring to minimize taxes, business succession, and more.

Our team aims to provide the best of both worlds: uncomplicated, common-sense investment management backed by world-class research alongside top-tier financial planning and wealth advisory services. Exceptional responsiveness comes as standard, with a commitment to continuous improvement and professional development.

How we do it

We truly believe our clients are like our extended family, and our team has forged relationships that span multiple generations. We aim to offer you a comfortable environment for thoughtful dialogues about your priorities, address questions you may have been afraid to ask, and provide sound advice.

Your goals-based financial plan and our conservative, no-nonsense approach to investment management give you a framework for consistent, measurable success. Ultimately, we offer our clients peace of mind in knowing their financial affairs are professionally managed.

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.

Portfolio ManagementAstute, research-backed investments are the bedrock of our service. PlanningWe mitigate risk and maximize opportunity to help fulfill you and your family's ambitions. PartneringWe work with professionals at RBC and beyond, as well as your existing partners to serve you.

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

Plan for tomorrow – today

Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.

close up of stethoscope on patient chart

Your health

We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.

Your support needs

We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.

Meeting room table set up for a business meeting

Your finances

We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities.

Your legacy

We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.