A boutique practice backed by institutional strength

As one of Canada’s top advisory teams within the country’s largest full-service wealth management firm, we are uniquely equipped to help our clients discover a better way. Whether that means designing a legacy-focused retirement plan or helping with the tax-efficient transfer of wealth to the next generation, we do it all with transparency, trust, and the highest level of care at every turn.

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WHO WE SERVE

We never lose sight of what makes our work worthwhile: our clients and their goals

Ultra-high-net-worth individuals

From designing a tax-efficient investment strategy to helping you fulfill your philanthropic initiatives, we aim to enhance all aspects of your life.

Family enterprises

We work closely with you to provide a multifaceted plan related to business owner planning, succession, financial literacy, and more.

Non-profits

We make it our mission to help you achieve your vision, fulfill your funding obligations, and design a long-term investment strategy for years to come.

WHY RBC?

Discover the benefits of working with one of the world’s largest banks by market capitalization

Global approach

Since 1901, RBC has offered unparalleled resources and a purpose-driven approach to support the needs of people across the globe.

Private Banking

Benefit from a private banker equipped to deliver comprehensive strategies in banking, cash management, credit, and more.

Cross-border services

RBC provides a range of services related to investing, planning, and tax strategies to help simplify and strengthen your cross-border wealth.

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A boutique practice backed by institutional strength

As one of Canada’s top advisory teams within the country’s largest full-service wealth management firm, we are uniquely equipped to help our clients discover a better way. Whether that means designing a legacy-focused retirement plan or helping with the tax-efficient transfer of wealth to the next generation, we do it all with transparency, trust, and the highest level of care at every turn.

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