Transforming financial goals into lasting legacies

 

At Rae Family Wealth, we take pride in our commitment to excellence. Backed by nearly three decades of industry experience and strengthened by the support of our network across RBC Dominion Securities – one of Canada’s leading financial institutions – we offer bespoke wealth solutions that provide true peace of mind.

The Rae Family Wealth team.

Who we are

Since 1997, we’ve provided exceptional wealth management solutions to individuals and families across Canada, with a focus on collaboration and the highest level of service imaginable.

Meet the team
Two people looking at charts in an office.

What we do

We combine tailored strategies with a deep understanding of your personal and professional goals to provide comprehensive support that covers financial planning, wealth planning, and more.

Discover our approach
A multigenerational family in a field.

Who we help

Whether you’re a retiree looking to plan for the years ahead, a farmer or entrepreneur undergoing a business transition, or an individual seeking a trusted advisor, we’re here to help.

See our clients
Two members of the Rae Family Wealth team in an office.

How we invest

Through a structured, disciplined, and goal-based investment approach, we find innovative new ways to grow and protect the financial legacy you’ve worked so hard to build.

Explore our strategies
 

Experience unparalleled client service and true peace of mind

 

Contact our expert team today to get started.

Get in touch