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Ranked #1 by our advisors, year after year

RBC Dominion Securities leads the industry in advisor satisfaction, support and firm stability – for the 12th consecutive year.

 

Investment Advisors ranked RBC Dominion Securities the highest overall (9/10) among all Canadian wealth management firms in the 2021 Investment Executive Brokerage Report Card, the industry’s annual survey of advisors’ satisfaction with their firms.


In total, RBC Dominion Securities led in 18/29 categories for which a rating was calculated among bank-owned wealth management firms.

The survey results reflect our focus on giving advisors the tools to win clients and retain them, with RBC Dominion Securities’ top marks in reputation with clients and support for high-net-worth clientele. As well, it highlighted quality of our product offerings and the freedom our advisors feel to make objective product choices.

How Investment Advisors rated their firms

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Your business, backed by the best of RBC

When you choose RBC, you’re choosing to benefit from the financial stability and strength of a truly global institution, ranked ninth largest in the world based on market capitalization and fifth largest in North America. Beyond the assurance we can offer of having one of the highest quality balance sheets, we are committed to creating an advisor experience that will enable you to serve your clients and continue to grow your business.

 

A world of expertise

Canada's Most Valuable Brand

"Brand Finance, 2022

Highest in Customer Satisfaction Among the Big Five Retail Banks

JD Power's 2021 Canada Retail Banking Satisfaction Study

North American Retail Bank of the Year

Retail Banker International magazine, 2021

Best Innovative Client Solution

Family Wealth Report Awards, 2021

Best Workplaces in Canada

Great Place to WorkTM Institute Canada and The Globe and Mail

As a distinct business within RBC, we’re supported by the high reputation of the RBC and RBC Wealth Management brands, while maintaining an independent focus.

We’re committed to providing our advisors with a boutique firm feel that allows them to grow professionally and find personal balance. As an investment advisor with us, you have access to our experts in investment and portfolio management, wealth planning, trusts, Wills and estate, business owner planning, banking, and insurance.

Our advisor teams are given the support they need to realize their business goals, and offer an unmatched experience to their clients that grows more than wealth.


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Delivering an unmatched wealth management experience

Our Wealth Management Services (WMS) team of more than 200 designated professionals works with advisors to provide integrated solutions and expertise to your high-net-worth clients.

 

Your clients’ needs are ever-changing and multifaceted. Meeting them is easy when you have the industry-leading RBC Wealth Management Services team committed to servicing your clients to the same standard that you do.

Be it an accounting query or a legal matter, your partners are at the ready. Strategically located right in your office or a nearby town, your specialists will help you exceed client expectations of what an advisory firm can do. No matter where you are, expertise is always a quick call or click away.


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Expertise is offered in the areas of:

 

Financial planning

Specialists develop comprehensive financial plans that include projections to determine if clients are on track to meeting their goals (includes tax, retirement, estate, and risk management strategies). They also assist clients in taking a financial planning approach related to every financial decision that impacts their lives.

Estate and trust planning

Experts help clients determine which estate and trust solutions may be appropriate for them based on their family situation and objectives. They identify tax-efficient strategies for wealth transfer to chosen beneficiaries and assist clients with wealth transfer needs by educating future inheritors and the next generation.

Retirement planning

Specialists can help with registered retirement plans, locked-in plans, defined benefit and defined contribution pensions, individual pension plans, and retirement compensation arrangements.

Business ownership planning

Leverage the knowledge and expertise of our business owner strategists to assist business owner clients with their specialized financial needs, preparing for business succession and transition, risk management, and safeguarding wealth.

Tax planning

Tax consultants work with advisors to develop tax-efficient investment strategies to help manage risk, deduct interest, and address tax preparation. They also work with advisors and clients to identify potential solutions for non-residents, executives, holding companies, and corporation issues.

Charitable giving

Experts help clients determine which charitable giving strategies are most for them suitable based on their objectives. They can also assist clients and their families in implementing a charitable foundation to maximize tax benefits and leave a lasting legacy.

Insurance

Help your clients analyze their insurance needs to ensure they provide for loved ones in the event of disability or death, and deliver creative insurance strategies to increase retirement income and create a lasting legacy.


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Marketing and business development consultation

Our marketing and business development teams are available to help your build your brand and grow your business. Providing one-on-one consultation and a suite of pre-built and customizable collateral, working with these teams can help you take your business to the next level.

 

Building your business

Our business development team will work with you to discuss strategies and best practices, and help generate ideas and opportunities for you to reach out to your clients, prospects, and centres of influence (or COIs, such as accountants and lawyers). They can help you plan initiatives to increase sales and revenue, build strategies to incorporate wealth management into your practice, and share relationship management strategies to help you maintain an efficient and best-in-class business.

Building your brand

Marketing, at its core, is informing, creating, updating, and communicating solutions that satisfy your clients’ (and prospective clients’) greatest pain points, wants, and needs. Our marketing team will work with you to develop customizable print and online campaigns to help you stay connected to your clients and ensure you have a strong online presence.

The internet, social media, and smartphones have changed the way customers research, interact with, purchase, and review products. As advisor teams increase their use of social media and websites, we can make sure you’re protecting yourself online and provide you with content that you can instantly share with clients, partners, COIs, and prospects via your website, on social media, or through email.

If you’re an advisor who wants to grow your book of business, having a strong online presence in today’s economy is as necessary as having a business card. Not only is it a great way to introduce yourself to prospects, it’s also a valuable tool for staying connected with clients, COIs, and partners, and it provides a recurring opportunity to help increase your share of wallet.

In today’s world, a strong online presence is a competitive advantage. And we’re here to ensure you can maximize your website and social media profiles to help you stay connected with your network and grow your business.


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An integrated approach to wealth planning with myGPSTM

Wealth planning plays a lead role when it comes to ensuring the unknowns are accounted for and that objectives are met no matter what the future may hold. At RBC Dominion Securities, you will have access to tool that will help you take an integrated approach with your clients to identify, plan, track and help them realize their wealth goals — myGPSTM.

 

myGPSTM stands for “Goals, Priorities, Solutions,” and the purpose of the tool is to provide individuals with personalized direction in their wealth planning. myGPSTM enables our advisors to identify an individual’s goals, and helps them manage life-changing events and milestones via a detailed and customizable client projection – which can be displayed on a tablet or screen in real time.

Building the client-advisor relationship

With growing trends in online services within the financial industry, myGPSTM provides a value-added option by offering a complementary channel for building the human relationships that are fundamental in successful wealth planning. myGPSTM simplifies the process of information collection and storage, and then takes it one step further in using that information to generate potential opportunities and planning considerations that become important discussion points between the client and advisor. It’s here where the integrated approach of myGPSTM truly shines. The design of the tool gives our advisors a very clear, accurate, and up-to-date snapshot of the individual’s situation, which in turn better enables them to bring expertise to the table with precise solutions and assistance in navigating the path toward achieving long-term goals.

Providing relevance for a wide user base

One of the key objectives of myGPSTM is to provide a simplified and effective wealth-planning projection for individuals across multiple stages of life. Serving everyone from young adults who are taking on more financial responsibility to those nearing or into their retirement years, myGPSTM has capabilities built with everyone’s goals and needs in mind. Another feature of myGPSTM is planning functionality and solutions for business owners. In fact, one of the key questions in generating a personalized report addresses business survival in a major change or crisis and overall business succession planning.

myGPSTM is an interactive tool that can help your clients visualize the wealth planning process. Demonstrating how change impacts future financial situations in real time on a tablet or screen enhances your conversations and helps ensure your clients’ wealth goals become a reality.


This video contains a reference to one or more advisor titles which are no longer permitted as of December 31, 2021. Please refer to the advisor website, for the advisor's currently approved title.

Adam Prusin, Vice-President & Branch Manager

Adam Prusin

Branch Director

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