Cross Wealth Management Group
of RBC Dominion Securities

We are proud to be part of RBC!

Cross Wealth Management Group is proud to be a part of RBC, Canada's most trusted financial institution with operations in 21 countries around the world. RBC Wealth Management is the world's 5th largest wealth management firm by client assets under care. RBC Dominion Securities, the full-service investment management arm of RBC Wealth Management, is the clear leader in Canada in terms of portfolio management expertise, financial planning resources, and reputation. 

RBC Dominion Securities received the highest overall rating (9.4/10) among all bank-owned investment firms in Canada in the 2020 Investment Executive Brokerage Report Card, and in 32 out of the 34 categories. This includes Products and Support for High-Net-Worth Clients (9.6), Support for Developing a Financial Plan for Clients (9.5), Support for Wills and Estate Planning (9.5), Quality of Firm’s Product Offering (9.6), Firm’s Ethics (9.7) and Firm’s Stability (9.8).

We are proud to be able to bring the best of RBC to our valued clients!

White Glove Service

Cross Wealth Management Group acts as a single point of contact for busy clients. We offer a comprehensive range of wealth management services from investment advice and portfolio management to financial, retirement and estate planning.  

Our clients include professional athletes, entertainment industry professionals, corporate executives, successful business owners, medical professionals, legal and accounting professionals, and entrepreneurs. 

We have over 20 years of experience of working with high and ultra-high net worth investors, and we employ a unique customized investment program along with a groundbreaking white glove concierge style service.

The RBC Sports Professionals Program

Cross Wealth Management Group is an exclusive member of the RBC Sports Professionals program. Established in 1989, the RBC Sports Professionals team brings together top advisors and wealth management specialists who provide integrated financial services and tailored strategies to help athletes and their families manage their finances and their lives.

EMPOWERING CLIENTS

We are dedicated to helping athletes and their families achieve their goals, understand their finances and define their legacies.

HIGH TOUCH SERVICE WITH INTEGRITY

Our global capabilities and experienced relationship managers provide solutions to service the intricate nature of sports professional clients.

FUTURE-PROOFING CLIENTS’ LIVES

We give clients an understanding of their financial picture to set themselves up for success for life.

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.