We give you everything we’ve got

The Chieduch Group believes in building deeper, lasting, and more meaningful client relationships, so we can concentrate every bit of energy and expertise on the families we serve.

That’s why our clients feel they can come to us with pretty much anything. They know we’re always a phone call away – eager to apply our expertise and the strength of RBC to relentlessly solve any financial challenge life throws their way.

And, that’s not to say you need to pick up the phone, as we pride ourselves in anticipating needs and proactively solving your problems. We don’t let things sit around, and we don’t cut corners. Rather, we look around them so we can drive optimal outcomes with an incredibly high level of service.

Bringing the vast resources of RBC to a focal point for your benefit

We map out your desired future, consider inter-generational family objectives, and continuously engage the vast and specialized resources at our disposal for your benefit.

Business & family advisory

Preserving business and family wealth is a complex task that we’re well-equipped to solve

Financial planning

A plan that considers every past, present, and future financial decision, in the context of your goals

Tax planning

No two tax scenarios are the same, so neither should the strategies we employ to minimize your tax burden

Estate & wealth transfer

Wealth transfer, business succession, legacy conversations – we address all of your estate concerns

Private banking & lending

Coordinating a plan for healthy cash flow in your retirement years to support the lifestyle of your aspirations

Insurance services

Assessing insurance requirements and existing policies, so we can shelter your estate with exclusive protections and services

World-class investment management

The global economic landscape is increasingly volatile, and families with significant assets have an interest in stabilizing their wealth against this backdrop. That’s why personalization and risk management are at the core of our approach.

Personalized portfolios

Your portfolio is comprised of individual stocks and debt securities in place of fund-based products, as this approach allows for quick, tactical asset allocation adjustments to maximize portfolio returns while minimizing market risk.

Long-term goals, short-term focus

You may have a long time horizon, but taking a large drawdown can compound into a different future. We invest for the long-term by minimizing drawdowns and fine-tuning tactical exposures in the short term.

Trust, honestly and truly

Let’s chat

Your interests are our interests, and we care every bit as much as you do about achieving your life’s goals.

Trust, honestly and truly

Your interests are our interests, and we care every bit as much as you do about achieving your life’s goals.

Let’s chat