Who we are and what we do

Our team of leading wealth management experts is committed to helping individuals and families grow, preserve and, eventually, transfer their wealth. We believe that a disciplined investment approach, prudent risk management practices and sound, tax-efficient estate strategies bring financial peace. Our services help you and your loved ones get there.

We want to hear your story

Our team wants to understand what matters most to you – so we listen carefully. From this basic (yet paramount) starting point, we help clients establish realistic goals to ensure their wealth is both growing and protected. Contact us and we will reach out to you to schedule a no-obligation introductory meeting.

Our assurance

Our clients can rest easy with the management of their wealth backed by RBC, Canada's largest financial institution.  And with more than a century of experience and progress, industry-leading resources and innovative products, RBC Wealth Management will be here for your generation and the ones to follow.

 

What is Chartered Investment Manager (CIM®)?

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.