RBC PH&N Investment Counsel provides discretionary wealth management services to high net worth individuals and families with investable assets of $1 million or more as well as corporations, institutional clients, foundations and not-for-profit organizations.
Our flexible and truly personal private-client experience is backed by the strength, stability and breadth of RBC®, one of the world’s premier financial institutions.
We offer everything required to effectively manage your wealth, including sophisticated investment management, private banking, international trusts and estate planning, business succession planning and more.
Source: RBC PH&N Investment Council
Unique Value Proposition
True Partners in Managing Your Wealth
RBC PH&N Investment Counsel brings together some of the most experienced and talented professionals in the industry to create a remarkable team capable of handling all of your wealth management needs.
Our commitment to investment counselling spans half a century and, today, we are one of Canada’s leading investment-counselling firms. Our team of over 80 highly qualified investment professionals, located in 18 offices across Canada, enjoys a reputation for integrity, investment insight and highly personalized client service.
As part of RBC, we bring an array of resources to the table to complement our core investment management services, including private and commercial banking, tax planning, insurance, estate & trust planning, cross-boarder banking and investing, business succession planning, and more.
Highly personalized service
A collaborative team approach
Fully customized solutions
Proven investment management
Proactive risk management
Unparalleled investment options
Competitive and transparent fee structure
Highly Personalized Service
As a client, your primary point of contact will be a dedicated Investment Counsellor, an accredited professional who will work to develop a relationship with you based on trust, discretion and proactive communication. In order to gain an in-depth understanding of your complete financial situation, family circumstances and aspirations, your Investment Counsellor will service a very limited number of clients.
A Collaborative Team Approach
Your Investment Counsellor will draw on the expertise of an array of specialized resources, including investment managers, trust and custody professionals, tax specialists, risk advisors and the RBC Investment Strategy Committee. Also supporting your Investment Counsellor is a team of associates and assistants who can expedite your requests and provide immediate attention to your needs.
If you wish, your Investment Counsellor can also serve as a liaison between your other trusted advisors (for example, your lawyer or accountant) to meet your broader financial and business needs.
Fully Customized Solutions
We follow a disciplined and interactive discovery process to uncover your unique needs. From there, every service and solution we provide is completely tailored to your individual needs and circumstances.
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.
Proven Investment Management
Our professional money managers range from long-tenured portfolio managers to up-and-coming talent.
We also work with select external sub-advisors to give you access to specialized investment styles and approaches. To ensure that these external managers are the “best of the best,” they are subject to a rigorous review and are monitored continuously.
Proactive Risk Management
RBC PH&N Investment Counsel provides an extra layer of risk management that can be particularly comforting in times of market volatility.
Our risk management group will work closely with your Investment Counsellor to continuously monitor your portfolio and ensure that it remains in alignment with your investment strategy.
Unparalleled Investment Options
At RBC PH&N Investment Counsel, you have access to everything you need to meet your goals and objectives, including Canadian and global fixed income products; Canadian, U.S. and international equities; alternative investments; socially responsible investment choices and more.
Competitive and Transparent Fee Structure
We believe in demonstrating the value of our professional management services. All fees that you pay are clearly identified, predictable and completely transparent.
Source: RBC PH&N Investment Council
Vijay Parmar, President
Rob McDonald, Chief Operating Officer & Managing Director
155 Wellington St West, 17th Floor