“Taking a client-first approach, Alan O’Hanlon has demonstrated excellence in investment advice and wealth management. Regarded for his industrious spirit and tireless commitment to an exceptional client experience, Alan truly embodies RBC Dominion Securities’ core values.”

— David Agnew, CEO, RBC Wealth Management Canada

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Our team of experts

We hire the best. Few teams in the industry can match our expertise, tenure, and professionalism.

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Our “family office” approach

Tailored, inclusive, comprehensive, and discreet, our elevated approach puts our clients in the centre.

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Our investing methodology

We have spent decades mastering the art of selecting individual investments, and we put in the required daily hours to maintain our prowess.

Over 100 years of combined experience


Time and experience have shown us: Quality often demands effort. Our unwavering commitment to top-tier service has earned us our station at the pinnacle of a premier financial institution. But our true measure of success lies in earning and maintaining the trust of our clients – some of Canada’s most successful individuals, business owners, family offices, and institutions – so we can deliver them peace of mind, alleviate their concerns, and, above all else, continually add value to their financial lives.

Contact us today