Achieve financial freedom with professional wealth management

You’ve already achieved so much in life. Yet there’s so much more you can do.

You may want to help your family. Fulfill your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement.

Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.

Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.

While doing so, we will always keep in mind that your wealth is just the beginning – it’s a way to do more, give more, and experience more.

Contact us today to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you achieve more.

Specialized Corporate / Not for Profit Investment Services

Our practice also has experience and expertise in cash management, fixed income, and reserve fund investments for corporate and institutional clients. For over twenty years we have worked with charities, foundations, associations, credit unions, and other not-for-profit organizations. We also assist a number of corporations, both public and private, with their investment policy formulation and investment portfolio strategies.

In our capacity as a provider of specialized investment services to our clients, we deploy – as circumstances dictate – the expertise available to us through our partners and colleagues at RBC Private Banking, RBC Commercial Banking, and RBC Equity Capital Markets.