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RBC PH&N Investment Counsel

RBC PH&N Investment Counsel

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Financial Institutions

About Us

Discretionary investment management

At RBC PH&N Investment Counsel, we're committed to helping you simplify your life so that you can focus on what matters most to you. We offer you a personalized approach that frees you from the daily details of managing your wealth.

When you work with us, you experience the attentive, personal service associated with an investment boutique combined with the stability and strength of a global financial leader.

It’s about what matters to you.

We take the time to get to know you—your hopes, priorities and plans for your family and future. Our experience means we understand that your plans may involve your entire family, your business and working with your other professional advisors.

By taking all of these factors into consideration, we can design integrated wealth management strategies tailored to meet your unique needs today and as they evolve.

As part of RBC Wealth Management, we're able to draw on the advice of estate and trust, private banking and tax professionals and have access to a network of local and global specialists to deliver a truly comprehensive wealth management experience.

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Jon Potter, MBA, CFA, CFP

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Jon Potter, MBA, CFA, CFP
Investment Counsellor