We measure success by our clients' satisfaction

What you can expect

Our team works with high net worth individuals, family-owned businesses, and public and private companies. We especially enjoy multi-generational family relationships as well as working with corporate executives planning for retirement. We work with our clients over long periods of time helping them preserve and grow their wealth.

We often begin relationships by assessing our client’s unique and comprehensive financial picture by developing a wealth management plan that aligns with their goals. We deliver an investment strategy designed to achieve those goals.

Investment philosophy

Our philosophy is to provide each client with a customized approach to their wealth management plan. Too often we have seen inconsistent results by investors who randomly choose investment ideas. Many times they end up with significant underperformance due to lack of an overall strategy that would provide focus in difficult times. It is our intent to utilize strategies that provide our clients with a consistent approach throughout a complete market cycle.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Latest Insights

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How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

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Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

John Draper is currently registered to conduct business with residents of the following states: CA, CO, FL, GA, IL, IN, KS, KY, MI, MN, MO, NC, NY, PA, SC, TN, TX, VA, WA, WI. California Insurance License # 0J02356.

John Draper, NMLS # 1670487 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.