Our partnership with you


Core Philosophy

As Financial Advisors at RBC Wealth Management we primarily work for a select group of Business Owners, Executives and Influential Families who we've invited to be part of our practice. These individuals are looking to secure a family legacy and a Work-Option Lifestyle. We've developed and refined a process to simplify and organize all the pieces of our clients' financial life. Through thought leadership, this process manages wealth and risk and allows our clients to look to the future with anticipation and optimism - not apprehension. We call it the S.W.A.N Formula (Sleep Well At Night).

 

 
 

Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  Read the full economic outlook in the latest edition of Global Insight.

Business owners and wealth transfer report

In preparing themselves for wealth transfer, business owners adopt the same proactive approach and independent mindset that drives their business activities. In the second of four reports in our in-depth wealth transfer series, we look at how business owners acquire financial knowledge, manage the inheritance process and prepare the next generation. Download our Business Owners and Wealth Transfer Report to learn more.

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.

Meet our group

Learn more about the SWAN Wealth Management Group

Bulletin board