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.

What we do

Knowing that each client situation is unique, we're here to make your life easier by providing advice on investment management and estate, tax, insurance, and business owner planning. Properly aligned, these five areas are the fundamental building blocks of a sound wealth management strategy.

How we do it

Our full-service offering combines skilled investment management and comprehensive wealth planning through strategic partnering with top specialists across RBC. We aim to provide you with a personalized investment portfolio, a tax-efficient investment strategy, customized financial planning, and legacy planning.

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.

Planning 

Partnering
Portfolio Management
 

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

RBC logo on branch building RBC logo on branch building

Ready to get started?

 

The first step is a conversation

Contact us today