RBC PH&N Investment Counsel

RBC PH&N Investment Counsel

Investment-Management

Toronto, ON
Canada
Industry Category
Investment-Management
Company Description

RBC PH&N Investment Counsel delivers sophisticated and personalized investment management services, backed by the robust strength and global reach of RBC, Canada's premier financial institution. Serving high-net-worth individuals, families with substantial investable assets, business owners, executives, and not-for-profit organizations, RBC PH&N Investment Counsel offers discretionary wealth management tailored to meet unique needs and circumstances.

Operating from offices across the nation, the investment professionals at RBC PH&N Investment Counsel are renowned for their integrity, insightful investment strategies, and dedication to client service. The firm offers a tailored approach to wealth management, ensuring that each client receives personalized attention and solutions designed to achieve their specific financial goals. RBC PH&N Investment Counsel is located at 155 Wellington Street West, 17th Floor, Toronto, ON M5V 3K7, CA.

RBC PH&N Investment Counsel leverages the expertise of RBC Family Office Services to provide an extensive range of innovative solutions for effective wealth management. These include sophisticated investment management, private banking, international trusts, estate planning, and business succession planning. RBC PH&N Investment Counsel is committed to helping clients navigate the complexities of wealth management with confidence. We invite the manager of RBC PH&N Investment Counsel to create a customized and exclusive company showcase and product listing on our platform.

RBC PH&N Investment Counsel offre des services de gestion de placements sophistiqués et personnalisés, soutenus par la force et la portée mondiale de RBC, la première institution financière du Canada. Au service des particuliers fortunés, des familles avec des actifs investissables importants, des propriétaires d'entreprises, des dirigeants et des organisations à but non lucratif, RBC PH&N Investment Counsel offre une gestion discrétionnaire de patrimoine adaptée aux besoins et aux circonstances uniques.

Opérant à partir de bureaux à travers le pays, les professionnels en placement de RBC PH&N Investment Counsel sont réputés pour leur intégrité, leurs stratégies d'investissement perspicaces et leur dévouement au service à la clientèle. L'entreprise offre une approche personnalisée à la gestion de patrimoine, garantissant que chaque client reçoit une attention personnalisée et des solutions conçues pour atteindre ses objectifs financiers spécifiques. RBC PH&N Investment Counsel est situé au 155 Wellington Street West, 17th Floor, Toronto, ON M5V 3K7, CA.

RBC PH&N Investment Counsel tire parti de l'expertise des Services de gestion de patrimoine familial RBC pour fournir une vaste gamme de solutions innovantes pour une gestion efficace du patrimoine. Ceux-ci comprennent la gestion de placements sophistiquée, les services bancaires privés, les fiducies internationales, la planification successorale et la planification de la relève des entreprises. RBC PH&N Investment Counsel s'engage à aider les clients à naviguer en toute confiance dans les complexités de la gestion de patrimoine. Nous invitons le gestionnaire de RBC PH&N Investment Counsel à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Kathy Fazel CFA ICD.D Peter Argiris CFA CFP Frank Pantazopoulos MBA CFA Marcel Bélanger CFA M.Sc.

Compare Companies Side by Side

Compare RBC PH&N Investment Counsel with 3 companies in Investment-Management

4 Companies
Comparison Field
RBC PH&N Investment Counsel
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Main Company
RBC Dominion Securities
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Bernath + Rosenberg
Bernath + Rosenberg
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Bridgeport Asset Management Inc.
Bridgeport Asset Man...
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Founded Year
1901 1986 2007
Company Size
5,001-10,000 51-200 11-50
City
Toronto, ON Toronto, ON Cedarhurst, New York Toronto, Ontario
Country
Canada Canada United States Canada
Skills & Keywords Comparing with main company
12 Total Skills
Investment Management Wealth Management Portfolio Management Financial Planning Estate Planning Retirement Planning Private Banking High-Net-Worth Portfolio Management Discretionary Wealth Management Business Financial Planning Not-For-Profit Organizations Investment Counselling
2 Total 2 Unique
Unique Skills:
High-Net-Worth Portfolios Investing & Portfolio Management
8 Total 8 Unique
Unique Skills:
Accounting Audit & Assurance Bill-pay Business Consulting Family Office Not-for-profit +2
6 Total 2 Common 4 Unique
Match 17%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Alternative Investments Asset Management Equities Fixed Income
4
Total Companies
1901
Oldest Founded
2
Countries
26
Unique Skills

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Alternative Company Names

This company is also known as

RBC PH&N Investment Counsel 加拿大皇家银行 आरबीसी पीएच और एन निवेश परामर्श آر بي سي بي آند إن للاستشارات الاستثمارية РБК Ф&Н Инвестмент Консалтинг