Approach to wealth management
We tend not to be influenced by current fads or the financial media. Instead, we offer a disciplined and bottom-up approach toward formulating and managing total portfolios custom to your risk tolerance and objectives. We pride ourselves on excellent service and operating a quality practice based on a high degree of integrity and hard work. The vast majority of our new relationships are referred to us by our existing clientele.
In managing our client relationships, we take full advantage of the many resources RBC Wealth Management has to offer. Our parent company, Royal Bank of Canada (TSX, NYSE: RY), is the largest bank in Canada and is one of North America’s leading diversified financial services companies.