Expertise in your corner


To serve our clients’ most sophisticated and complex needs, we draw upon the expertise of our esteemed RBC partners.


Jason Fong, B.Comm., CPA, CA

Financial Planning Specialist, Family Office Services, RBC Wealth Management Canada


Victoria Schneider, JD, TEP

Vice President and Will & Estate Consultant, RBC Family Office Services


Eric Milner, CHS, CLU

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

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RBC Family Office Services

RBC Wealth Management Canada’s Family Office Services team of highly accredited lawyers, accountants, and financial planning professionals help us deliver a level of integrated wealth management expertise traditionally only available to the most affluent families.

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RBC Royal Trust

Specialists with in-depth knowledge of trust, estate, and tax law, RBC Royal Trust professionals can provide individuals, families, and businesses personalized estate, trust, and incapacity services. 

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RBC Private Banking

Through award-winning RBC Private Banking, as well as RBC Premier Banking Advisors, we can offer our high-net-worth clients sophisticated everyday banking solutions – from credit and lending to cross-border banking – at preferred rates.

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RBC Business Banking

The specialists at RBC Business Banking have the industry-specialized and sector-specific experience required to help us seize opportunities, reduce risk, and preserve capital for business owners operating in a broad range of industries. 

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RBC Capital Markets

We have access to exclusive and valuable insights on market opportunities and risks from the seasoned analysts and strategists at RBC Capital Markets, widely recognized as an innovative and trusted partner with in-depth subject matter expertise. 

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RBC Portfolio Advisory Group

An international group of some 100 independent investment analysts, the RBC Portfolio Advisory Group produces timely and objective market research that can help inform and reinforce our investment decisions for you.

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Contact us today