Our approach

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.

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.