It's not about the headline. Our focus is the bottom line.

Conventional wealth management plans and practices are not enough to grow wealth over a lifetime or across generational lines. Growing numbers of family members and increasing tax demands present serious challenges. Successful outcomes require more: superior long-term thought and design, a sophisticated toolkit and disciplined execution.

In addition to these growing demands, plans often fail because they are designed as a series of short-term sequential goals, each with end or pivot points that can trigger significant taxes, giving away large pieces of your earned gains. Today, uninterrupted compounding interest is ever more essential to growing and retaining wealth and we focus on the design and management of these lifetime and MultiGenerational Financial Farms.

As principal advisors to high and ultra-high net worth individuals and families we are serious about producing and retaining superior long- term results. Integrating a thorough understanding of each client’s goals and resources with our established practices of building and empowering financial farms we help build wealth across lifetimes and generations.

Whether your Financial Farm is a business, a professional practice, or an actual farm we have the right tools and expertise to ensure your lifetimes work flourishes, for one or for many lifetimes.

We look forward to hearing from you.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

Latest Insights

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.

*Required fields