It all starts with you


Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Wealth management is the integration of investment management and financial planning services. Our team of six professionals is comprised of portfolio managers, wealth advisors, and financial planners. Together with our extended partners -- RBC Family Office Services, RBC Royal Trust, RBC Private Banking, RBC Capital Markets, and RBC Portfolio Advisory Group -- we provide our clients with best-in-class wealth management services and advice.

Our investment approach operates within strict rules and guidelines that bring discipline to the management of our clients' portfolios. Leveraging RBC's extensive investment research capabilities, we diversify client portfolios across asset classes, sectors, companies and geographies in a way that fits our global economic outlook.

How we do it

At Randall-Roberts, we believe it's important to have a personalized Investment Policy Statement (IPS) and a comprehensive financial plan that act as blueprints for how our team manages your wealth.

As licensed portfolio managers, our team handles the day-to-day investment decisions on your behalf, and provides reporting and consistent reviews to ensure you are on track with your financial and life goals.

Our cost structure is based on a fixed percentage of your total portfolio under management rather than commissions on individual transactions. We believe this removes conflicts of interest when managing client assets. We do better when our clients do better, and we make less when our clients make less. 

How we serve your wealth in its entirety


Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.


Portfolio Management

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

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Ready to get started?


The first step is a conversation

Contact us today