Together, Patrick Maloney, Lindsey Manchester and Melissa Kanazawa form a dynamic team that delivers comprehensive Wealth Management Services and Planning advice. At the heart of this approach is Patrick's specialty in discretionary portfolio management, which draws on over 35 years of experience in providing advice on taxation, accounting, and finance to corporations and individuals. Their disciplined investment strategy tends to attract and retain high net worth retirees, independent business owners, and families with unique or complex portfolio management needs.
The team’s expertise is complemented by RBC’s network of financial, high net worth, and will and estate planning professionals who work to provide clients with a comprehensive, all-encompassing approach to wealth management.
Click here to meet the team.
“We are here to serve as our clients’ guides throughout some of their most important decisions.
We believe in a ‘partnership’ approach. In this partnership, we serve as the CFO while our clients are the CEO. They have a vision of what they want to happen, and the CFO’s job is to help determine the feasibility and the prudence of the plan as well as to execute it.
We believe in a disciplined investment approach. This means: focusing on long-term objectives, relying on quality research to inform our strategies, and creating personalized portfolios that are structured to deliver each client’s required long-term outcomes.
To our clients: Thank you for your faith in our team and for choosing us as your trusted advisors. We are determined to continue to earn this trust and ensure you have confidence in your portfolio and wealth strategy’s ability to achieve your objectives.
To others: We invite you to explore how we can partner with you as you travel the road to your financial goals.”