Success requires a vision, strategies, and the right people to turn it into reality. 
 

Wealth management is the professional consideration of all moving parts that directly relate to your financial well-being – a simple explanation that requires not-so-simple solutions.

 

At Mainella Private Wealth of RBC Dominion Securities, we help you clarify the vision you have for your wealth by building an all-encompassing financial plan that organizes your financial life into one actionable road map. Only once we understand your total wealth picture can we build a truly personalized plan and investment portfolio that protects your wealth and secures your future.

 

We then bring together a diverse team of people who specialize in key wealth management disciplines, from inside and outside RBC. This involves working shoulder to shoulder with your existing, trusted advisors to achieve integrated strategies that address any gaps and opportunities. In this way, our team acts as the primary point of contact for all your wealth needs and serve your family as a dedicated home office.

All your needs – one place.

With over 30 years in the business, we can understand, anticipate, and deliver the solutions you need – from building a financial plan and protecting your wealth to supporting your charitable giving aspirations, and more.
 

Financial planning

Defining where you are today, where you want to go, and how we’ll get there.

Investing

Building a diversified portfolio based on your needs for income, growth, and security.

Taxation

Working with your tax advisors to identify and implement tax-smart solutions.

Estate & legacy planning

Identifying opportunities to protect your estate, simplify the settlement, and build a lasting legacy.

Retirement planning

Maximizing retirement savings and income while respecting your need for security.

Insurance

Protecting your family’s financial security and enhancing after-tax wealth.

Credit & lending

Facilitating your personal and business credit, currency, and cash flow needs.

Charitable giving

Supporting your giving aspirations with flexible options and tax-smart solutions.

Business planning

Helping you manage business risk, invest and protect your assets, and plan for succession.