Comprehensive wealth management

Our team of specialists is extremely skilled in generating wealth, preserving capital, liability management, creating lifetime income streams, and tax efficient transfer of assets. We have a disciplined wealth management planning and investment process that is designed to optimize returns while minimizing risks, and we work closely with our clients’ legal and tax advisors to effectively implement a holistic approach to wealth management.

Our team also works with the children and grandchildren of affluent clients to encourage the responsible management and stewardship of inherited wealth, creating multi-generational family legacies. All of these services are included in the comprehensive fee-based approach we take to investment consulting. Our fee-only investment advice further aligns our interests with those of our clients. We find our consulting services are best utilized by individuals, families, and organizations with investable assets exceeding $1 million.

The benefits of a primary advisor

We recognize that you have established many meaningful relationships over the years, both personal and professional. We integrate ourselves into your existing financial network by working with your CPA, Attorney, Trust Officer, and other professionals external to RBC Wealth Management. We understand that evaluating the counsel of several individuals is daunting; we will act as your principal relationship manager, pulling together each of your outside resources to ensure consistency and that your wealth management strategy corresponds to your other financial needs.

In addition to working with your network of external professionals, we also have access to an internal network of world-class experts. As a team, we will work with you to identify and prioritize your short- and long-term financial needs. As your primary advisor, we are your advocate, connecting you to the right people and resources.

Connect with us today

We would love the opportunity to sit down with you and discuss your wealth management needs. Please contact us to today to learn how we can be of service to you.