Our approach

What we do

While money is just a means to an end, it still requires professional attention. Most importantly, it requires attention that acknowledges all your goals in life – not just financial objectives. In addition to helping you manage your investments and finances, we help you plan your retirement, protect your lifestyle, and create your family legacy.

How we work

Our disciplined process revolves around you and your family’s vision and philosophy. We begin by identifying your values, needs, and goals. We then analyze and evaluate the particulars of your current financial situation. Finally, we provide you with the comprehensive advice you need to help you make the informed decisions that will secure your present lifestyle and protect your family legacy for the future.

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

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.