A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

 

 
 
 

Experience Boutique Wealth Management Outside the Boutique

Robertson Wealth Management offers superior wealth management services in a boutique-style microcosm of RBC Dominion Securities.

Drawing on the global resources of RBC Dominion Securities, a member of RBC, we provide discrete and intelligent wealth management to an exclusive client group of successful businesses, professionals, families and organizations investing $5 million or more.

Traditional investment boutiques are personal but limited in scope and service. Major investment firms see you as one client among many. At Robertson Wealth Management of RBC Dominion Securities, you are part of an intimate circle and a vast network at the same time.

 
 
Our Approach

Senior Portfolio Manager Lauren Robertson leads a team of experts who share his vision, and are dedicated to providing clients with the best, most dedicated wealth management available.

Get in Touch

Please contact us today to learn how we can serve your wealth management needs, or call our toll-free number: 1-800-282-3995.

 
 

Wealth is not created by accident. It requires a great deal of boldness & caution to achieve it, and even more skill to preserve it. Discover our process today…

 
 

Robertson Wealth Management is dedicated to providing the highest-quality advice, service and investments to our clients. Learn more about our services…

 

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