Confidence in your financial journey
Each family’s needs are different, and the families we serve have unique needs and preferences. We have the experience to respond to and optimize for these needs, always aligning with your preferences and delivering the level of service each family requires.
Define what financial success looks like for you
Our relationship with you and your family begins with an in-depth exploration of who you are, what you are trying to accomplish, and what success looks like for you. Be it in our office or in your home, spending time to get to know you is foundational to our highly individualized, high-touch service and helps us determine critical conditions for success.
Build an integrated wealth management plan
Your wealth is multifaceted and dynamic, and so is the plan we develop for you. Our comprehensive approach takes into consideration all the elements of your life – evolving alongside it – and integrates the expertise of key professionals in each facet of wealth, including business owner planning, estate planning & intergenerational wealth transfer, tax optimization, and philanthropy.
Determine your optimal investment framework
Tailoring to your unique needs and objectives – taking into account your specific tax considerations and income needs – we determine the optimal asset allocation for your portfolio. As we design your individualized investment framework, we focus on strong risk-adjusted returns and capital preservation.
Construct your personalized portfolio
We leverage the expertise of the world’s top investment managers in key market segments, strategies and asset classes. In collaboration with RBC’s robust team of portfolio managers, investment analysts and strategists we conduct ongoing due diligence, implementation and oversight of your portfolio.
Actively manage your every wealth need
Our work for you and your family is ongoing. Through regular touchpoints and meetings, we continually build upon and deepen our relationship with you to ensure we understand and cater to your needs as they evolve. With any shift in your objectives – or in our view of market investment opportunities – we review and adjust your plan or portfolio as needed.
For more information, please contact us today.
