Firm History

Our Investment Counsellors have been trusted by generations of high and ultra high net worth investors and their families to provide a consistent and disciplined investment approach. With the private client investment counselling divisions at RBC Global Asset Management and Phillips, Hager & North joining forces in 2008, we are now RBC Phillips, Hager & North Investment Counsel Inc., one of the leading Investment Counselling firms in Canada.

At RBC PH&N Investment Counsel, clients experience the intimacy normally associated with an investment boutique, but with the resourcefulness of a global financial leader.

Investment Philosophy

We create a customized strategy to meet your objectives, drawing on the rich expertise, product selection and resources available at RBC PH&N Counsel, anchored by the wisdom of the RBC Investment Strategy Committee and the award winning RBC Global Asset Management, and augmented by carefully selected world class third party investment management firms.

Our multi-manager, multi-asset class approach provides a complete range of investment vehicles and styles to ensure the appropriate diversification of investments and selection of top tier investment managers for your portfolio, monitored and rebalanced to accommodate changing market conditions and the changing needs of your family.

Wealth Management Expertise

Often overlooked wealth building opportunities are uncovered by our industry-leading client discovery process and wealth management offering. You receive preferred access to our team of wealth management specialists, including experienced lawyers and accountants, for services including risk mitigation, asset protection, insurance solutions, estate planning, private banking, commercial banking, credit solutions, business owner planning, international trusts and financial/retirement planning.

Reporting & Communication with Clients

Communications is an important part of our approach. You receive quarterly portfolio reviews, including performance, transactions and manager commentary, in addition to your annual tax reporting package. Your Investment Counsellor is always available to provide advice, answer questions or discuss your account. Our commitment to client satisfaction consistently ranks above our major competitors in independent surveys.

Please click here to reach our Investment Counsellor Locator. We would be happy to answer any questions and discuss how we could meet your investment and wealth management needs.