We are a team of investment professionals providing world-class advice and global wealth management services around the globe to a select group of clients who have substantial net worth. Dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs, we utilize the vast resources of RBC and RBC Capital Markets to provide financial strategies that address the various and unique aspects surrounding significant wealth.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
Read more in Global Insight Monthly
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
June 1, 2023
Global insight weekly
November 2, 2017
Cyber Security - Strategies for Staying Safe Online
May 10, 2022
Estate planning basics
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
