How we help

Safeguarding your investments like we do our own

When markets decline, it can feel like the world has ended. Well the world has "ended" many time – but it always finds a way to recover so a new chapter can begin. As stewards of your wealth, it's our job to guide you through tough market conditions, so you can reap the full rewards when markets grow.

• We choose investments we believe in based on objective, research-backed analysis – never emotion.
• We invest alongside you, growing and protecting our personal wealth in the very same companies.
• We take a custom approach, tailoring your portfolio composition to meet your unique situation, and individual goals and needs.
• We keep it simple, with a strategy designed for the long term, and a portfolio structure that minimizes tax and administration.

Making your wealth feel simple, especially through the milestones that matter

From saving for retirement, to selling your business, to setting up the next generation for success let us uncover the goals and priorities in your life, then apply our insights and resources to take care of them.

• We aren’t limited by any defined “mandate” – we’re people who care, and if we can help, we will.
• We don’t settle for “can’t.” On the rare occasion we encounter an unfamiliar challenge, we find the expertise for the job.
• We take a proactive lead – coordinating your trusted professionals and our RBC partners to fulfil your wealth strategy together.
• We’re always a phone call away, and offer integrated, 24/7 access to your RBC banking and investing accounts through WM Online.