Expertise in your corner

To serve our clients’ most sophisticated and complex needs, we draw upon the expertise of our esteemed RBC partners. Here are some of the value-add groups in our network.


multi-generational family sitting on one big chair

 

RBC Family Office Services

RBC Wealth Management Canada’s Family Office Services team of highly accredited lawyers, accountants, and financial planning professionals help us deliver a level of integrated wealth management expertise traditionally only available to the most affluent families.

multi-generational family sitting on one big chair

 

RBC Royal Trust

Specialists with in-depth knowledge of trust, estate, and tax law, RBC Royal Trust professionals can provide individuals, families, and businesses personalized estate, trust, and incapacity services. 

two professional people viewing a tablet in a modern office space

 

RBC Private Banking

Through award-winning RBC Private Banking, as well as RBC Premier Banking Advisors, we can offer our high-net-worth clients sophisticated everyday banking solutions – from credit and lending to cross-border banking – at preferred rates.

two people smiling while reviewing multiple screens of charts

 

RBC Business Banking

The specialists at RBC Business Banking have the industry-specialized and sector-specific experience required to help us seize opportunities, reduce risk, and preserve capital for business owners operating in a broad range of industries. 

woman at a white modern desk with coffee and a computer looking at her mobile device

 

RBC Capital Markets

We have access to exclusive and valuable insights on market opportunities and risks from the seasoned analysts and strategists at RBC Capital Markets, widely recognized as an innovative and trusted partner with in-depth subject matter expertise. 

younger woman discussing paper with older man

 

RBC Portfolio Advisory Group

An international group of some 100 independent investment analysts, the RBC Portfolio Advisory Group produces timely and objective market research that can help inform and reinforce our investment decisions for you.

younger woman discussing paper with older man

Mortgage Specialists

Buying a home is a major decision. Renovating a home is another. Whether you’ve just started your research or are actively house hunting, having a responsive, approachable professional deliver personalized advice can help you make your housing goals come to fruition and bring insights along the way.

Financial Planning Specialist

Advisor

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Will & Estate Specialist

Advisor

Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management


Royal Trust Advisor

Advisor

Senior Trust Advisor, RBC Royal Trust


Esate Planning Specialist

Advisor

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


High Net Worth Planning Specialists

Advisor

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


Advisor

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


Premier Bankers

Advisor

Premier Banking Advisor, RBC Royal Bank


Advisor

Premier Banking Advisor, RBC Royal Bank


Private Bankers

Advisor

Private Banker, RBC Private Banking


Our Team

Meet The Milligan Private Wealth Management Team & its members

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Our Services

Discover the services & expertise we have to offer to our clients

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