Our approach

What we do

We offer a personalized wealth management approach tailored to each client’s unique situation and needs. Once we understand them, we recommend a portfolio crafted with a proven, disciplined strategy aimed at aimed at achieving specific goals. Our extended team of experts covers estate planning, tax strategies, insurance solutions, and business succession planning, ensuring comprehensive financial guidance.

How we do it

We help clients navigate risks, discover opportunities, and make informed decisions about all aspects of their wealth. Once a client’s plans and portfolios are in place, we routinely review their progress and make adjustments to ensure they align with their needs and market conditions. Our clients’ ongoing success guides everything we do.

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.

Portfolio ManagementAstute, research-backed investments are the bedrock of our service. PlanningWe mitigate risk and maximize opportunity to help fulfill you and your family's ambitions. PartneringWe work with professionals at RBC and beyond, as well as your existing partners to serve you.

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

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.