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

We give you the distinct advantage of delegating your important day-to-day financial decisions to a team of trusted, industry-recognized professionals. We stress the importance of continuously improving our skills and knowledge to better serve you and provide valuable advice that can lead to positive outcomes.

The Bogle Private Wealth Group takes pride in delivering excellence in all areas related to achieving your financial goals.

How we do it

Working closely with you and your family, we draw on the vast resources of the RBC Financial Group to provide informed and customized wealth strategy solutions. We bring tremendous experience along with the enthusiasm and dedication required to foster strong, long-term relationships built on trust.

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 app on mobile

Ready to get started?

 

The first step is a conversation