Specialized advice. Customized solutions. Personalized care.

Leveraging years of financial services experience and a dedication to excellence, our wealth and investment management approach is fully tailored to your unique needs and long-term goals, both personal and professional. And by working in close collaboration with our partners from across RBC, we ensure our recommendations are truly holistic, detail-oriented, and proactive.

Comprehensive wealth management

As our valued client, we respect your individuality and never put you in a box. Instead, we form a meaningful relationship with you to discover your short- and long-term goals and allow our findings to inform our approach. Depending on your holistic wealth management needs, we often create an extensive financial plan and connect you with the appropriate banking, insurance, estate, and tax planning experts to round out our service offering.

 

Our overarching goal is simple: to protect the money you’ve earned and help you grow it at a reasonable rate.

– David Morrison 

Hands-on investment management

With Private Investment Management (PIM), RBC’s premium investment management offering, we take a hands-on approach to investing your wealth. Combining our in-house expertise with the world-class recommendations of the Portfolio Advisory Group, we create a bespoke portfolio based on your individual goals, risk tolerance, time horizon, asset allocation, and other key considerations outlined in your personalized Investment Policy Statement (IPS).

You expect more from your advisor.

We deliver.

Discover what our forward-thinking team can do for you.

Contact

You expect more from your advisor. We deliver.

Discover what our forward-thinking team can do for you.

Contact