Value statement

"America is too great for small dreams." - Theodore Roosevelt

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.


Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Take the next step

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.

Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

May 01, 2024 | RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

Read more