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At RBC PH&N Investment Counsel, we're committed to helping you simplify your life so that you can focus on what matters most to you. We offer you a personalized approach that frees you from the daily details of managing your wealth.


About RBC Wealth Management

When you work with us, you experience the attentive, personal service associated with an investment boutique combined with the stability and strength of a global financial leader.

It’s about what matters to you.

We take the time to get to know you—your hopes, priorities and plans for your family and future. Our experience means we understand that your plans may involve your entire family, your business and working with your other professional advisors.

By taking all of these factors into consideration, we can design integrated wealth management strategies tailored to meet your unique needs today and as they evolve.

As part of RBC Wealth Management, we're able to draw on the advice of estate and trust, private banking and tax professionals and have access to a network of local and global specialists to deliver a truly comprehensive wealth management experience.

Is investment counselling right for you?

Investment counselling is the next level of investment management, offering you exclusive services to help grow and preserve your wealth. Simplify your life by delegating your investment decisions to a dedicated investment counsellor.

Your investment counsellor works with you to understand your unique, personal circumstances and investment preferences. They also consider your specific financial goals, risk tolerance and ongoing needs to create a plan that guides the day-to-day management of your customized portfolio.

At RBC PH&N Investment Counsel, our team of over 100 highly qualified investment professionals located in offices nationwide can help you feel confident about where your wealth is managed. As our client, you'll enjoy a sophisticated wealth planning experience tailored to your values and goals.

Solutions to manage your wealth

Have more peace of mind about the management of your affairs, knowing your plans are in place. We work one-on-one with you, drawing upon the full resources of RBC Wealth Management.

Investing

Investment management

Choose how your investment portfolio is managed, based on a customized strategy that reflects our insights, your risk tolerance and your personal goals.

ESG and responsible investing

Invest with purpose and apply sustainable investing approaches to create a positive social and environmental impact.

Wealth planning

Financial planning

A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.

Estate planning

From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.

Tax planning

Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.

Charitable giving

Support the organizations and causes that matter to you by incorporating a charitable giving strategy into your overall wealth plan.

Business owner planning

Move confidently through each stage of your business life cycle with personalized planning—backed by expert insights—to meet your evolving needs.

Business succession planning

Feel confident about your next chapter, whatever it may be, with a succession plan that positions you and your business for the best possible outcome.

Financial literacy

Everyone can benefit from developing their financial literacy skills. Set all family members up for success with our financial education tools and resources.

Funding education

Help your loved ones put their best foot forward with strategies that focus on education savings. We’ve done the homework for you.

Retirement income planning

Enjoy the retirement you've envisioned with sound strategies tailored to your individual priorities and goals.

Legacy planning

Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.

Group pensions and retirement savings plans

In a competitive job market and an often-shifting economy, set your company apart with attractive benefits for your employees.

Create a strong, sustainable legacy. Talk to one of our investment counsellors.

A disciplined, customized approach

Our “best of minds” investment approach brings together our award-winning affiliated money managers with select sub-advisors to provide you with sophisticated investment management.

Benefit from our network

Our broad internal network of partners in tax, trust and estate planning—and our affiliation with RBC’s private and commercial banking divisions and RBC Wealth Management—provides us with the resources to deal effectively with your unique financial situation.

A meticulous process for your peace of mind

We help preserve and enhance your wealth through a disciplined, consistent and customized approach to wealth management.

  • Discovery – We develop a deep understanding of your financial goals and personal circumstances to identify your unique investment, retirement, tax and estate planning needs.

  • Strategy – We construct your customized strategy to meet your goals, drawing on our collective wealth of expertise, product selection and resources available.

  • Implementation – We provide you with a full range of investment vehicles to ensure the appropriate diversification of investments, and develop tailored wealth management solutions that are informed and monitored by the collective knowledge and investment expertise from across RBC.

  • Management – We review your portfolio regularly to ensure it's in line with your overall wealth management strategy and reflects the changing market conditions and your changing needs.

  • Communication – We’re committed to keeping you informed. Beyond reporting, we are always available to provide guidance, answer questions or discuss your portfolio.

Counsel Views

To help you make more informed decisions, RBC PH&N Investment Counsel offers a wealth of knowledge at your fingertips.

Podcasts

Insights