High-Net-Worth Focus RBC PH&N Investment Counsel specializes in providing tailored wealth management services for high-net-worth individuals and families with assets exceeding five million dollars, presenting opportunities to offer bespoke financial solutions, estate planning, and private banking services.

Comprehensive Service Offering The firm’s integration with RBC Family Office Services enables it to deliver a wide array of sophisticated solutions including international trusts, business succession planning, and estate management, creating avenues to cross-sell integrated wealth management products.

Growing Market Presence With a sizable workforce of up to 500 employees and nationwide offices, RBC PH&N Investment Counsel demonstrates an expanding footprint that can be leveraged to identify new client segments and deepen geographic market penetration.

Relatively Stable Revenue Generating an annual revenue between 250 million and 500 million dollars, the company presents a stable financial profile, indicating capacity for upselling premium services and expanding portfolio offerings to existing clients.

Technological Engagement Utilizing a modern tech stack including tools such as Python, Microsoft tools, and digital platforms like Facebook, the firm shows openness to digital innovation, offering opportunities for partnership in fintech, digital marketing, and client engagement initiatives.