Helping you grow more than wealth

How we serve you

Our mission is to provide high-quality wealth management for the families and businesses we advise. We confer, analyze, implement and review both sides of the balance sheet to embrace the totality of our clients’ wealth management. We are committed to helping clients achieve their goals through proper diversification and risk management. What differentiates our practice is the use of Modern Portfolio Theory, Efficient Frontier Models and alternative investments in our analysis.

The FinTech future

In this fourth article in the SusTech series, we focus on FinTech, the convergence of finance and technology, which can help make economic growth sustainable by empowering unbanked populations. With the face of finance changing rapidly, we believe there will be investment opportunities in companies that effectively embrace the evolution. Read the full economic outlook in the latest edition of Global Insight.

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

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Five steps for raising financially confident girls

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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Meet the team 

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