“Wise venturing is the most commendable part of human prudence.”

Sir George Savile (1633-95), 1st Marquis of Halifax


Our investment philosophy is simple

It is to preserve, protect and build wealth.


Our approach is driven by two strategic considerations:

1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.

2. To adopt the lowest risk strategy consistent with meeting specifically determined long- term financial expectations and needs.

We recognize that each investor has unique objectives. As a result, our investor relationships are based upon understanding the precise situation and goals of every individual and organization we advise.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Recent Posts

Pay attention to triggers for Europe

Pay attention to triggers for Europe

Jan 16, 2025 | Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

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U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

Jan 08, 2025 | Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

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The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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