RBC Echelon™- Distinctive wealth solutions
RBC Echelon provides business owners, corporate executives and ultra-high-net-worth families customized strategies and solutions to grow, preserve and make an impact with their wealth over generations.
You are unique. Your life is distinct. And that means your needs are too. I curate solutions tailored for you, your family or your business, designed to realize your vision for your wealth.
Living for what's now, and for what's next
Your life is multifaceted, and managing it well is important. I help you realize the potential of your personal, philanthropic and financial interests with personalized services and solutions.
Lifestyle services*
- Private health care review - To help you navigate and access the best care available
- Private aviation - To keep your family connected
- Travel and lifestyle concierge - To curate experiences that will create lasting memories
- Philanthropy and family dynamics expertise - To confirm your wealth lasts across generations and achieves your desired impact
Liquidity management
RBC Echelon offers clients custom lending, hard asset financing, commercial banking and lending solutions, tailored specifically for your financial strategies.
Access to exclusive investments
Through RBC Echelon, you have exclusive access to a variety of unique investment opportunities, private capital solutions and fixed income trading. In addition, socially responsible investments are offered, so you can align your investments with your environmental, social and governance values and priorities.
Envisioning what's next
With an understanding of your changes and opportunities, I will work with your family and other professional advisors to design a bespoke strategy with your aspirations at the center, leveraging the best of RBC Wealth Management’s collective thinking.
