Grow more than wealth

You want freedom to focus on what matters most to you, and as one of Canada’s premier investment counseling boutiques, we have the expertise to help you.

Whether you’re looking for help managing your investments, planning your retirement, protecting what’s important to you or maximizing your legacy, you can expect RBC PH&N Investment Counsel to help you realize your life vision.

This all begins with your dedicated Investment Counselor who takes the time to truly understand your unique circumstances and personal goals to provide a wealth management strategy tailored to you.  

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth

Our management team

Sian Canavan

Sian Canavan

Vice President & Managing Director - Ontario South West

Montgomery

Carol Montgomery

Regional Manager Governance

LeBlanc

Tyler LeBlanc

Manager, Practice Enablement

Joshi

Eeshan Joshi

Regional Coordinator

Our investment counsellors

Angelo DeStefano, CFA

Investment Counsellor

Phone Number226-821-3016 | Email me | Visit Website

James MacDonald, CFA, CFP, CIM, FMA

Investment Counsellor

Phone Number519-767-1518 | Email me | Visit Website

Marc Koenig, CFA, CFP®

Investment Counsellor

Phone Number519-546-3909 | Email me | Visit Website

Recent Posts

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Dec 18, 2024 | Rachel Battaglia, Robert Hogue and Cynthia Leach

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

Read more
The 2024 U.S. Presidential Election: What now? Election aftermath

The 2024 U.S. Presidential Election: What now? Election aftermath

Dec 16, 2024 | Tasneem Azim-Khan

This is the final report of a four-part series on the 2024 U.S. general election. Part I, Part II and Part III are available for review...

Read more