A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

Our Partners

Advisor

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Family Office Services


Advisor

Chris Leslie, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Tom Bryan, B.Econ., CFP, CLU, ChFC

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Michael Keyes, CLU, B.Comm.

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Andrea Teske, CFP, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.