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

While we offer considerable resources and wide-ranging services, we believe we can add the most value in five key areas. These include building prudently diversified and customized portfolios, focusing on tax efficiency, building goal-based, achievable plans, creating sustainable, tax-efficient retirement income streams, and demystifying the wealth management process.

How we do it

The basis of long-term, successful money management, the Portfolio Approach centres around creating a customized investment portfolio that reflects your investment needs through the various life stages. Our approach uses four steps: developing a deep understanding of your needs and goals, creating your investment strategy, building your portfolio, and managing it diligently.

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

RBC logo on branch building RBC logo on branch building

Ready to get started?


The first step is a conversation

Contact us today