Your Advisor

Advisor

Ron Pavon

Investment Advisor


Planning Team

Advisor

Bryn Bezaire, LL.B, BA

Will & Estate Consultant, RBC Family Office Services


Advisor

Maggie Gao, CPA

Financial Planning Specialist, RBC Family Office Services


Advisor

Denny Smith, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Patrick Cziolek, BCom, CFP, CLU, CHS, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Rahul Anand

Estate and Trust Advisor, RBC Royal Trust


Business Planning Team

Advisor

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Group Advantage Consultant, RBC Royal Bank


Advisor

Senior Group Benefits Specialist, RBC Life Insurance Company


Full Service Private Banking

Advisor

Geoff Nielsen, PFP

Private Banker, RBC Private Banking


Advisor

Nicole York-Joly, PFP

Private Banker, RBC Private Banking


Advisor

Risk Assessment Insurance Specialist, RBC Insurance Agency Ltd.


Exclusive strategies for Business Owners and your family

Are you ready to safeguard your wealth, achieve your financial goals, and create a lasting legacy for your family?

Check the boxes that reflect your most pressing financial concerns and opportunities, and discover how our experienced wealth management team can help you achieve them.

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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