It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

The path to financial success is a marathon, not a sprint. We provide personalized wealth management, taking the time to truly understand your unique situation and needs. Our clients receive customized advice through in-depth planning and a disciplined investment approach, focusing on returns, risk mitigation, and tax efficiency.

How we do it

You benefit from a regularly reviewed personalized investment portfolio, customized financial planning that evolves as your life changes, and access to RBC specialists in private banking, estate planning, insurance, and more. We also collaborate with your existing professional advisors to integrate your plans.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today