Managing Your Wealth

Innovative Solutions for Building and Preserving Your Wealth

At RBC PH&N Investment Counsel, we bring discipline to the investment process – as you would expect from a professional investment boutique – combined with the stability and strength of RBC, the largest financial institution in Canada.

From building your wealth to leaving a legacy, we offer a complete array of wealth management services and solutions to help address your tax, legal, financial and investment concerns.

Personal Wealth Planning Services

Our exclusive services go beyond investing - we offer wealth management strategies that integrate investment management, tax planning, portfolio construction, wealth planning and personalized advice.

  • Risk Mitigation
  • Retirement Planning
  • Business Succession Planning
  • Estate Planning
  • Tax Minimization
  • Integrated Credit and Investing Strategies
  • Charitable Giving
  • Cross-border Private Banking

Innovative Wealth Management Solutions

With the support of our RBC Wealth Management Services team, your Investment Counsellor will identify solutions that will help you reach your goals and bring you peace of mind.

  • Family Trusts
  • Executor Services
  • Charitable Gift Program
  • Individual Pension Plans
  • Retirement Compensation Arrangements
  • Spousal Loans
  • Insurance Solutions
  • Socially Responsible Investing

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.