Maximizing your wealth

 

Wealth management is the science of enhancing your financial situation. Sometimes that means solving problems; other times it means capitalizing on opportunities. We leverage industry-leading specialists to make the most of your finances.

Financial planning

No two clients have the exact same goals or risk tolerance. That’s why our team begins by creating financial plans that are as individual as, well, the individual.

Investment management

Our in-house investment committee works closely with RBC Capital Markets and other world-calibre managers to study and decipher the markets into actionable advice for your individualized portfolio.

Tax mitigation

Strategic accounting is in our DNA. We are always thinking of ways to minimize your tax bill, consulting RBC experts in accounting, Wills and estate, insurance, and more. When appropriate, we work collaboratively with your accountant.

Business planning

Business owners face unique circumstances and requirements. We draw on specialized knowledge, including that of experts in areas like cross-border banking, to best navigate and serve them.

Retirement planning

We work to serve your present and your future, keeping your long-term lifestyle aspirations top of mind, including any philanthropic and family wealth distribution considerations.

Wealth protection

We keep a diligent eye out for potential obstacles and setbacks that may compromise your financial goals. Anticipating the unexpected, we draw on various insurance solutions to mitigate it.

   

You have a vision. We have a way to get you there.