Our Investment Approach

All intelligent investing is value investing - Acquiring more than you are paying for

Trained in Ben Graham’s value investing philosophy, we build simple, high-conviction portfolios with low turnover, allowing the power of compounding to work in our clients’ favor over the long term.

Whether structured through individual securities or investment vehicles like mutual funds, ETFs, SMAs or alternative strategies, we do our best to seek investments that exhibit durable competitive advantages. As we believe that partnering with these investments unlocks long-term wealth creation. This potential is maximized through

  • A well-defined, evolving financial roadmap crafted by our experienced Financial Planning Specialists, along with tailored risk mitigation strategies implemented by our unbiased Estate Planning Specialists.
  • A highly reliable & trusted financial services network with over 150 years of heritage in serving clients, supported by best-in-class specialists across RBC

 

An overview of our comprehensive Wealth Planning approach:

It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-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