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In dutiful service of families and their wealth since 1995
All families are dynamic, but no two families are the same. To build, manage, and protect the wealth of the families we serve, we develop, uphold, and cherish genuine relationships with them. That’s how we uncover and support their ultimate aspirations – and those of the generations that follow.
– David Agnew, CEO, RBC Wealth Management Canada
Energized by our complementary skills and collective commitment to our clients, we take pride in being disciplined and caring.
We develop and carry out an individualized roadmap to achieve your family’s goals, for today and tomorrow.
Taking a regimented approach, we cut through the noise to help you make the most of the investment markets.