Grow more than wealth

You want freedom to focus on what matters most to you, and as one of Canada’s premier investment counseling boutiques, we have the expertise to help you.

Whether you’re looking for help managing your investments, planning your retirement, protecting what’s important to you or maximizing your legacy, you can expect RBC PH&N Investment Counsel to help you realize your life vision.

This all begins with your dedicated Investment Counselor who takes the time to truly understand your unique circumstances and personal goals to provide a wealth management strategy tailored to you.  

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth

Andrew Trumper, CFA, CFP

Investment Counsellor

Phone Number519-661-1231 | Email me | Visit Website

Bud Finch, CFA, CFP

Senior Investment Counsellor

Phone Number519-432-5628 | Email me | Visit Website

David Myatt

Senior Investment Counsellor

Phone Number519-432-4614 | Email me | Visit Website

Julie Morrison, CFA, CIM

Senior Investment Counsellor

Phone Number519-432-0153 | Email me | Visit Website

Recent Posts

How income splitting can create tax savings

How income splitting can create tax savings

Jan 01, 2025 | RBC Wealth Management

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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Five ways to pay less tax in retirement

Five ways to pay less tax in retirement

Jan 01, 2025 | RBC Wealth Management

These strategies can help you maintain the lifestyle you had while working.

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Financial planning: Nine key areas of focus

Financial planning: Nine key areas of focus

Jan 01, 2025 | RBC Wealth Management

Important aspects to consider in organizing your financial picture.

Read more