Our Mission is to provide advice, expertise and services to help you achieve your financial goals.
We do this while focusing on our Core Values: Our Clients, Our People and Our Community.
Backed by Strength & Expertise of Leading Wealth Managers
At RBC Dominion Securities, you get the advantage of the breadth and stability of a large global organization combined with the personal connection and accountability of a small, entrepreneurial team.
At RBC Dominion Securities you are backed by the strength and expertise of the leading full-service wealth manager in Canada. Over 400,000 Canadians entrust us with more than $224 billion of their assets.
Although our firm is the largest in Canada, both by people and assets, our management style and focus on delivering an unparalleled wealth management experience means our clients enjoy the advantage of a small-firm feel.
What we do
Our advisory team focuses on total wealth management.
This means that we follow an integrated approach to wealth building that goes beyond portfolio advisory services and includes tax minimization strategies, Insurance Protection, Will and Estate Planning, legacy creation and inter-generational wealth transfer.
All these issues are connected and no credible total wealth management plan can afford to ignore them.
Who we do it for
Our clients include high net worth individuals, families, senior executives, professionals, business owners, retirees, pre-retirees, trusts and foundations.
How we do it
We follow a meticulous process that guides the development of a total wealth management strategy for every client we advise.
We assess your portfolio performance with you regularly to discuss appropriate changes necessary to keep you on track. As part of that process you will receive detailed account statements, portfolio review statements, transaction updates, and tax reports.
We conduct an exhaustive annual review of your total wealth management plan to ensure that it is meeting your immediate, mid-range and long-term expectations and needs.
Our wealth management professionals
Our work is supported and reinforced by the extensive network of financial planning, legal and tax specialists available to us through RBC Dominion Securities.
In addition, we offer our clients the unique advantage of on-site access at our Mississauga City Centre location to a financial planning specialist, an ultra high net worth consultant, a lawyer specializing in wills and estates, and an insurance specialist.
Our RBC partners
Through our RBC Partners in Retail Banking, Private Banking and Commercial Banking, we ensure that you receive exceptional service for all your banking needs.
Drawing upon the strength of this network is fundamental to your success — and ours.