Our approach | Mauro Wealth of RBC Dominion Securities Inc.

Goal-oriented wealth and investment strategies

You have goals – we have the wealth and investment strategies to bring them to life. From comprehensive planning to customized investing, our team works diligently to help you build a growth mindset that propels you from point A to point B in your financial journey.

Wealth Management Investment Management

Comprehensive Planning

We are committed to building a deep level of trust with our clients and identifying any gaps, challenges, or opportunities you may face. We then work closely with our partners to build a comprehensive plan that touches on every aspect of your wealth.

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Financial planning

We seek to understand your needs and values and create a detailed financial plan to help you accomplish your short- and long-term goals.

A Will & estate planner working on an estate plan.

Will & estate planning

We help ease the transition of your wealth and build a lasting legacy for generations to come by helping you plan for tomorrow, today.

Retirement planning

We help you think of retirement as another exciting chapter in your story by preparing you financially and providing true peace of mind.

Insurance planning

We help you protect yourself, your family, and your most valuable assets through thoughtful insurance planning strategies.

Customized Investing

Led by your comprehensive plan and our genuine passion for the markets, we leverage Private Investment Management – the most sophisticated investment offering available at RBC Dominion Securities – to build a fully customized portfolio with a number of important benefits.

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Trusting relationship

Your portfolio will never be managed by an impersonal source – it will be handled with skill and integrity by Adriano Mauro and built on a foundation of trust, expertise, and experience.

A portfolio manager assisting his clients.

Full personalization

Every decision we make on your behalf will be based on your Investment Policy Statement – a unique document that outlines your specific goals, risk tolerance, asset allocation, and more.

A portfolio manager assisting her client.

World-class research

On top of our in-house research and deep understanding of the markets, we leverage world-class research from senior economists, portfolio strategists, and research analysts from in and outside RBC.

Wealth professionals reviewing portfolio data.

Regular reviews

You will never be left in the dark when it comes to your financial future. We make it our mission to keep you informed on progress toward your goals so that you can enjoy true peace of mind.

“Mauro Wealth (MW) is more than your go-to for stocks and securities. Along with providing sage market advice, MW provides its clients with direct access to a knowledgeable group of professionals to help navigate today's financial complexities. Whether it is current or future financial needs, insurance or estate planning guidance, MW will provide guidance to turn complexities into sound, comprehensive financial plans.”

— L.S., client
As my advisor, Adriano is always ready to answer any questions I may have. He has made arrangements through his office experts to look at my investment portfolio and advise me on different strategies to follow so that I can prudently share the wealth accumulated with my family now and into the future. Adriano periodically takes the time to call and reassure me as we proceed through this tumultuous time in the stock market, for which I’m grateful.

— M.C., client

“At the beginning of our almost 50 year marriage, my husband followed the motto, “Make your money work for you!” He already had some limited experience in the stock market and over the years branched out into different avenues to “make the money work for us.” Before he began using the computer to do his own investing, he did some investing through RBC and as a result we became acquainted with Adriano Mauro. He visited us at home and suggested different avenues that we could follow. At one point we investigated having RBC as the executors of our estate and visited their estate planning department.

As my husband’s health began to deteriorate, it became obvious that his ability to handle our investments himself was becoming a daunting task, so we began investigating private investment firms to take over this task. After interviewing three different companies suggested by friends, we made the decision to work with RBC. Adriano was aware of our thought process but didn’t exert pressure. Adriano’s advice to me was, to try and make the change while my husband could feel he was still in charge. In early April 2019, the process of releasing our investments into the hands of RBC was complete. In May of 2019, my husband passed away. As my advisor, Adriano is always ready to answer any questions I may have. He has made arrangements through his office experts to look at my investment portfolio and advise me on different strategies to follow so that I can prudently share the wealth accumulated with my family now and into the future. Adriano periodically takes the time to call and reassure me as we proceed through this tumultuous time in the stock market, for which I’m grateful.

My experience with Adriano and his team members has always been positive and professional. They respond to inquiries in a timely manner and never appear too busy to clear up any confusion or questions I may have. I would not hesitate to recommend them to family and friends.”

— M.C., client
“A steady return on the investments and good sound advice from the advisor was always a big challenge. Mauro Wealth took the time to sit down with us, review the entire portfolio, provide good and steady advice and guide us to invest in solid companies which have always provided the return we were expecting. The friendly welcoming approach and always being accessible was one of the main reasons for choosing your team along with the long term plan that was put together from our initial meeting. Return on investments is steady and always on track and most times better than the overall market.

— J.B., client

“A steady return on the investments and good sound advice from the advisor was always a big challenge. Mauro Wealth took the time to sit down with us, review the entire portfolio, provide good and steady advice and guide us to invest in solid companies which have always provided the return we were expecting. The friendly welcoming approach and always being accessible was one of the main reasons for choosing your team along with the long term plan that was put together from our initial meeting. Return on investments is steady and always on track and most times better than the overall market. This is mainly because of the great selection of the companies we are invested in. Every member is always available to offer their service and assistance for any interactions we have needed over the years. The level of service and professionalism we have experienced and continue to experience is second to none and I would have no hesitation in recommending Adrian and his team to others.”

— J.B., client
“Before I started working with Adriano, I was a short-term single industry investor, but with his help and guidance we were able to put together a portfolio that was better suited to my short and long-term financial goals. With Adriano and his team's assistance, my wife and I were able to plan for our family's future with a format that challenged us to think about our financial plans for the next 5 years and beyond, providing a snapshot of our current and future financial health.

— W.M., client

“Before I started working with Adriano, I was a short-term single industry investor, but with his help and guidance we were able to put together a portfolio that was better suited to my short and long-term financial goals. With Adriano and his team's assistance, my wife and I were able to plan for our family's future with a format that challenged us to think about our financial plans for the next 5 years and beyond, providing a snapshot of our current and future financial health. Adriano and his team are always available and ready to help with any requests, and what I really appreciate is Adriano reaching out on his own and not just responding to phone calls when we have questions. He has a natural concern for his clients, and has always been available with current information and experience to help guide us through the good years and the not so good years. When I started with Adriano it was just myself and then, over a few years, I added my wife, my sister, and my mother. We are all happy with Adriano's dedication and empathy for our family's finances.”

— W.M., client

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