Our investment management practice is based on a proven, highly disciplined and personalized approach that reflects your goals, risk tolerance, time horizon and how involved you’d like to be.


Disciplined Investment Framework

A disciplined investment framework offers a structured approach to navigating financial markets. It involves setting clear objectives, establishing a strategy and adhering to a systematic decision-making process. By emphasizing rigorous analsysis and risk management while avoiding emotional reactions to market fluctuations, investors can anchieve long-term financial sucess.

Deep Comprehensive Research

Employing a rigorous research process, RBC Wealth Management provides due dilligence of investment managers to identify high quality teams spanning an array of equity, fixed income and alternative strategies.

Portfolio Advisory Group offers timely, integrated analysis of companies, sectors, markets and economies, helping build and manage your portfolio.

Global Manager Research conducts in-depth analysis and ongoing review of world-class money managers you may access within a customized portfolio.

RBC Capital Markets Research provides insights on individual companies, industry sectors and global markets.

RBC Global Asset Management offers an award-winning family of mutual funds providing value, choice and transparency to Canadian investors.


Global Reach and Access

A global footprint comprised of individuals across North America, Europe and Asia are complimented with long-standing relationships with other world-leading investment management firms providing additional levels of expertise.

Ongoing Communication

Every step of the way, we’ll keep you well informed on your progress and provide a detailed reporting package to meet your accounting requirements.

The basis of long-term, successful money management is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.

How Can We Help?

For more information or to schedule a complimentary consultation, please complete the form below.

Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields