Tim Rae & Chris Pearson | RBC Dominion Securities Inc.

Planning for Life & Legacy

Financial clarity for today. A lasting impact for tomorrow.

You’ve worked hard to build a meaningful life; now it’s time to protect it, live it fully, and plan for what comes next. Whether preparing for retirement, organizing your estate, or considering the legacy you want to leave behind, we help ensure your wealth supports your goals, values, and loved ones across generations.

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Estate & Legacy Planning

Your estate plan should reflect your values and intentions. We’ll guide you through key considerations such as Wills and Powers of Attorney, the use of trusts and philanthropic giving, and thoughtful beneficiary planning, including how to approach meaningful family conversations around your legacy.

Request your complimentary copy.

Personal Wealth Planning & Education

We help you bring structure and clarity to your financial life with strategies tailored to your lifestyle, goals, and timeline — including retirement income, tax planning, and wealth preservation.

We support meaningful, educational conversations around wealth to help prepare the next generation for responsible stewardship.

Tax Reporting Guide

This guide is designed to help you and your tax advisor prepare your return as it relates to your investments with RBC Dominion Securities.

It includes key mailing dates for RBC Dominion Securities tax packages, along with a tax information checklist outlining the Canadian and U.S. slips and supporting documents you may receive — plus guidance on how to use them.

View the Tax Reporting Guide

Women's Wealth & Planning for the Unexpected

We work with women to build financial confidence, clarity, and independence, helping them take ownership of their wealth through every stage of life. Whether navigating career transitions, caregiving roles, entrepreneurship, or sudden life changes, we create plans that support informed decision-making and long-term security.

From health events to family transitions, we help all individuals prepare for the unexpected with strategies that are flexible, resilient, and designed to protect what matters most.