We offer you a comprehensive range of investment, financial, tax, insurance, and wills & estate planning services – integrated into a single, seamless wealth building experience.
We call this Total Wealth Management:
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Investment & Portfolio Management
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High Net Worth & Family Wealth Management
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Insurance Based Solutions
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Financial Planning
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Retirement Planning
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Will & Estate Planning
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Tax Minimization Strategies
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Charitable Gift Programs
Private Investment Management
Depending on your investment preferences and investable assets, we offer Private Investment Management. Increasing numbers of our clients are taking advantage of this unique discretionary account, which enables our clients to delegate responsibility for day-to-day investment decisions to us. Please speak with us to learn more.
Specialized Corporate / Not for Profit Investment Services
Our practice also has experience and expertise on cash management, fixed income, and reserve fund investments for corporate and institutional clients. For over twenty years we have worked with charities, foundations, associations, credit unions and other not-for-profit organizations. We also assist a number of corporations, both public and private, with their investment policy formulation and investment portfolio strategies.
In our capacity as a provider of specialized investment services to our clients, we deploy – as circumstances dictate – the expertise available to us through our partners and colleagues at RBC Private Banking, RBC Commercial Banking, and RBC Equity Capital Markets.
