RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Applying over 100 years of combined experience with the resources of Canada’s largest wealth management firm to help you realize your financial potential
Preserving and enhancing wealth through objective, unbiased, and personalized advice, our team of experts has collectively prudently managed more than $5 billion and has helped hundreds of families, as well as institutions and foundations, reach their financial goals.
We leverage best-in-class investment expertise to construct a bespoke portfolio for every client, investing our own money alongside theirs.
A boutique within an institution, our team is led by Jim Bantis, Bruce Kagan, Bruce Leboff, and Adam Moody, who leverage their over 100 years of collective investment and wealth management experience to advise clients.
Following a proven, rigorous process, we offer high-net-worth families complete peace of mind by addressing and managing each facet of their wealth.
Utilizing proven strategies tailored to their predefined investment parameters and set duties, we help organizations grow future capital while serving current financial requirements.
Follow the latest market trends, our thoughts on the economy and insights on portfolio construction in our quarterly newsletter, The Pinnacle. Discover information and opportunities curated for investors like you – and get to know us better as we regularly share our stories and perspectives.
Portrait photography, Ira Kotliar
