Growing wealth is different than protecting wealth.

Building and preserving wealth requires a skilled approach to capturing value underscored by discipline, independent thinking, and prudent judgment. Risk management and exposure to multiple asset strategies can help portfolios weather tough markets while maintaining flexibility to participate when specific asset classes are in favor. 

We proactively advise and coach clients about volatility and downside consequences.  We act as the “emotional circuit breaker” and reinforce our trading decisions are based on a change in needs or goals, and not because of the headlines in the news.

We believe taxes matter:

  • Tax considerate investment strategies
  • Leverage tax loss harvesting
  • Real estate exchange solutions
  • Tax considerate active management
  • Asset location matters

 

Power of effective investing

Tailored

Some clients have specialized needs and concerns that require a more hands-on approach to their portfolio management.

Investment approach employs carefully constructed asset allocation strategies to smooth returns by combing investments that behave differently under similar conditions.

We create a personalized investment policy statement defining long-term objectives and tolerance for risk.

Risk-managed

Risk management and exposure to multiple asset strategies help portfolios weather tough markets.

Maintain flexibility to participate when specific asset classes are in favor.

Our research-driven approach gives access to many of the world’s top investment managers through a relatively focused list that give us a high conviction of likely future success.

Guide

We work with a concentrated number of clients, working to build deep and lasting relationships that we can consistently deliver on the promises we make.

Whenever possible, we strive to anticipate the needs of our clients. and aim to be highly responsive.

We collaborate closely with our clients’ other advisors to ensure the best outcomes and reduce any duplication of efforts.

Taxes matter

We continuously have a watchful eye toward your current and future tax situation.

  • Tax sensitive strategies
  • Leverage tax loss strategies
  • Real estate exchange solutions
  • Tax considerate investment management
  • Asset location matters

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

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