We have clients right across the nation, in every province.
We also have many US and Internationally-domiciled clients.
Many of our clients are building their careers with growing families, while others are retired.
We deal with a lot of business owners, medical professionals, lawyers, accountants, but we also deal with people who have saved up over the years, or who have received a gift of Inheritance.
Through Brian’s involvement in the restaurant industry we deal with many food and beverage business owners, suppliers, and related professionals.
Through Chris' work in the banking industry we deal with many business-owner families; many of whom are transitioning wealth to their children.
Ultimately, we work with individuals who value and demand high standards; who recognize the cost of inaction; are open-minded and willing to act on financial recommendations. They value a two-way partnership and want overall wealth management, factoring in their health and wellness, cash flow planning and transitioning assets to the next generation.
The deep bench strength of RBC’s commercial and small business banking teams allows us to work with all aspects of the financing and operations of our client’s businesses. Our team manages the investing for these clients, and we bring in team partners from across the RBC network to help with everything else.
While our clients may be diverse in terms of occupation and geography, they still have commonalities. They like to spend money on family, travel, and experiences.
They have saved and sacrificed along the way and are concerned with making sure they have enough money until the end of their retirement.
Ultimately, most clients just want their money to be invested and managed in a responsible manner, while leaving enough for a lasting family legacy.
