Total Wealth Management

We offer a comprehensive range of services integrated into a single, seamless wealth building experience.  We call this Total Wealth Management:

  • Investment & Portfolio Management
  • High Net Worth & Family Wealth Management
  • Insurance Based Solutions
  • Financial Planning
  • Retirement Planning
  • Wills & Estate Planning
  • Tax Minimization Strategies
  • Charitable Gift Programs

Specialized Corporate / Not-for-Profit Investment Services

Our practice has experience and expertise in cash management, fixed income and reserve fund investments for corporate and institutional clients.  For over 25 years we have worked with charities, foundations, associations, credit unions and other not-for-profit organizations.  We also assist a number of corporations, both public and private, with their investment policy formulation and investment portfolio strategies.

In our capacity as a provider of specialized investment services, we have at our disposal the expertise of our partners and colleagues at RBC Private Banking, RBC Commercial Banking and RBC Equity Capital Markets.