The best returns are more than financial


My approach

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service to meet and often exceed their expectations while focusing on developing personal relationships with each of our clients. Our ideal client is over 50 years old whose emphasis is on future retirement goals. Typical clients have assets between $3 and $25 million dollars and benefit from our customized approach to managing wealth: addressing wealth accumulation and legacy planning while using their wealth to create an income stream during retirement.


Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

 

Contact us

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

Read more