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Allan Zhao, CFP, CIM, PFP

Investment Advisor & Financial Planner

778-918-8212 | LinkedIn

604-257-7391

Who We Are

At RBC Dominion Securities, we have been helping individuals, families, businesses and other organizations achieve their financial goals since 1901. Today, we are Canada’s leading provider of wealth management services1 , trusted by more than 420,000 clients globally. Our Investment Advisors provide professional advice on all aspects of managing your wealth – from building it to helping to protect it for the future. Services range from investment advice and money management to financial and estate planning.

Wealth management services

Personal investment advice
Portfolio management
Discretionary money management
Insurance solutions
Financial planning
Saving for education
Retirement planning
Maximizing your retirement income
Will and estate planning
Helping to protect your wealth
Charitable giving
Creating a legacy

With features such as built-in diversification, professional management, liquidity and more, it’s no wonder so many Canadians own mutual funds. With thousands of mutual funds available in Canada, however, it can be a challenge to sort through all the options. At RBC Dominion Securities, we specialize in matching the right mutual funds to your needs and objectives.

Wide selection of mutual funds:

Canadian and global equity funds
Fixed-income funds
Balanced funds
Money market funds
Index funds
Specialty funds

Top-level expertise

Our mutual fund analysts conduct comprehensive analysis on numerous mutual funds, including all the available funds in Canada, in order to arrive at a short-list of recommended funds.

Personal advice

We can recommend the best combination of funds for your portfolio — freeing you from the guesswork of finding the right mutual funds on your own.

Mutual funds could be ideal if you:

Want an easy way to diversify your overall investment portfolio
Want the convenience of building your financial future with professionally managed investments
Need easy access to your money

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. Mutual funds are not guaranteed, their values may change frequently and past performance may not be repeated.

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.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.

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