Tailored Services

Personalized Service Designed for Your Distinct Needs

At RBC PH&N Investment Counsel, our discretionary wealth management services are designed to free you from the day-to-day decisions required to manage substantial assets. We will guide you through key decisions in the preservation, growth and transfer of your wealth, so that you are free to focus on personal, family and business priorities.

Personal Attention You Deserve

Your dedicated Investment Counsellor will develop a relationship with you that is based on trust, discretion and proactive communication.

Focusing exclusively on a limited number of clients, your Investment Counsellor will gain an in-depth understanding of your complete financial situation, family circumstances and aspirations.

Taking your specific financial goals, risk tolerance and ongoing needs into consideration, we will construct a strategy to guide the day-to-day management of your customized portfolio.

Partner With Us

Create a strong and sustainable legacy for yourself and your family. Talk to one of our Investment Counsellors or a Senior Executive today.

Expertise and Resources You Require

Your customized solution will encompass a focused investment strategy, risk mitigation, tax minimization, estate planning, succession and retirement planning, private banking and more.

Your plan will also reflect your personal investment beliefs and preferences such as socially responsible investing and charitable giving.

We work in close cooperation with your other tax and legal advisors and in conjunction with other RBC groups serving you, to ensure a seamless experience.