How we serve you

Our mission is to deeply understand your values and financial aspirations. Through thoughtful analysis and attentive listening, we assess your current financial position and future aspirations. We collaborate with you to craft and execute a tailored wealth management strategy, balancing growth opportunities with risk management. Ultimately, we help empower you and your family to realize your personal financial goals, transforming aspirations into tangible achievements.

Our process

We do not believe “one-size fits all”. Our comprehensive approach is to learn what’s most important to you, your family or your business. That includes your goals, ambitions and any unique circumstances that influence your investment decisions. The discussion centers around your risk tolerance, time horizon and your retirement income prior to developing customized investment strategies. Our interactive and collaborative approach allows us to design a plan that is adaptable to life changes and always tailored for you.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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