Siân Canavan

WORK HISTORY

EDUCATION

SKILLS

ABOUT SIÂN CANAVAN

At RBC PH & N Investment Counsel we endeavor to be your family\'s steward at the intersection of wealth, health and life. We offer a wealth planning approach, weaving together your financial and life goals. An important distinction is that we curate our investment offering at the firm level which we believe is a real benefit for our clients. We then tailor portfolios to meet your family\'s unique needs, with privileged access to internal and external managers, alternative and private market solutions, and ETFs. We believe in transparency and being accountable to you. Our personalized approach frees you from the day-to-day decisions of managing your wealth so you can focus on what matters most to you. Our goal is to make the complex simple so you and your family can live your best lives. WHO IS RBC PH & N INVESTMENT COUNSEL? We are one of Canada\'s leading wealth and investment counselling firms with 19 offices across Canada serving higher net worth ($1+million investable assets) private client families and business owners, as well as not-for-profit organizations. Our Investment Counsellors hold the Chartered Financial Analyst designation, the industry\'s highest accreditation, and/or other professional designations, and work only with a select number of families to ensure truly personalized service. INVESTMENT MANAGEMENT The cornerstone of our offering is institutional-style discipline with a consistent investment approach tailored to meet your family\'s needs. We provide access to both RBC and preferred external asset managers. WEALTH, HEALTH & LIFE Wealth planning is a core part of our service, be it growing existing wealth, protecting your family’s financial security, or a legacy for the next generation. Every family is different so we take time to get to know your life goals, create a personalized wealth plan and construct a portfolio to meet your needs as they evolve. Your Investment Counsellor has access to over 250 accounting, legal and estate planning specialists nationwide who can meet with you to analyze tax, retirement, estate/legacy and business owner planning strategies. Together with you, we evaluate these strategies to ensure planning solutions and your portfolio are aligned to achieve your life goals. PROFESSIONAL CAREER OPPORTUNITIES We are open to speaking to financial services professionals who place client interests first and prefer being part of a firm with a team philosophy. We also value and recognize individual effort and excellence. Contact me for a confidential discussion about joining our team.