Customized solutions and oversight

 

We engineer customized solutions that encompass all aspects of your financial well-being. From managing your investment portfolio and financial planning, to overseeing tax, insurance, legal, real estate and cross-border banking relationships.

Trust

We firmly believe that all successful relationships are built on trust, communication and accountability.

Discipline

We utilize and deploy a disciplined approach that removes emotion and guesswork from the investment process.

Asset allocation

We align your values, time horizon and risk tolerance with your portfolio's strategic asset allocation and the most current thinking of the RBC Investment Strategy Committee.

Framework

We engineer a highly customized, tax-efficient, globally diversified multi-asset class portfolio to deliver an enhanced investor experience.

Financial independence

Our goal is to help you obtain financial freedom and transition into a comfortable lifestyle after your playing days are over. 

How we serve your wealth in its entirety

 

Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.

Planning 

Partnering
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 app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today