Understanding your financial aspirations and working hard to make them a reality

 

At Pallett Private Wealth, we deliver comprehensive wealth management strategies to strengthen and safeguard your wealth. Our holistic approach covers all corners of your financial picture, going beyond the numbers to learn about you, your dreams, and your goals. By utilizing our in-house expertise, RBC’s network of industry-leading specialists, as well as the resources available to us as one of Canada’s leading financial institutions, we strive to consistently provide you with first-class service, expert advice, and financial peace of mind.

Our experts

Delivering excellent service for over two decades, our team of experts work hard to realize your wealth goals with discipline and care.

Meet the team

Our philosophy

We stand behind our team’s three guiding principles, which is why our service standard is always one step above the rest.

View our principles

Our approach

Your expertly devised investment strategy is backed by in-depth financial planning with personalized solutions for any and all of your wealth concerns.

See our approach

“There is a big gap between discussing solutions to problems and actively solving them. Our team is good at what we do because we close that gap – we not only provide meticulously planned strategies, but also work hard to deliver on them.”

– Drew Pallett, Senior Portfolio Manager & Investment Advisor

Pallett Private Wealth

With you every step of your financial journey

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