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

We work with you every step of the way. By fostering deep multi-generational relationships, we focus on your dreams and goals to create customized meaningful financial plans for today and for the future. We work with a team of industry experts and utilize best-in-class investment solutions to ensure your financial wellbeing.

How we do it

We begin by getting to know you. We want to understand where you are today and where you want to go in the future. Based on that knowledge, we then tailor a comprehensive plan to guide you to where you want to be.

Next, we work together to implement a comprehensive, integrated and risk managed investment portfolio that will evolve with you as life changes. We will also utilize the knowledge and expertise of our partners, and communicate regularly, to help ensure you stay on track to reach your goals.

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 logo on branch building RBC logo on branch building

Let's connect over coffee!

 

Whether you have questions, feedback, or just want to chat, we're here for you – reach out, and let's make virtual coffee dates a delightful reality

Contact us today