Our 3-step investment approach.

From the simplest of wealth needs to the most complex financial affairs, our approach to wealth management remains values-based and goals-focused. In order to mitigate risk and capitalize on opportunities to grow your wealth, we abide by three principles unique to our team.

Leverage insights from RBC’s leading investment specialists 

The RBC Dominion Securities Portfolio Advisory Group is a team of highly specialized portfolio advisors offering independent, objective, and world-class global asset recommendations exclusively to RBC Dominion Securities advisors. By tapping into their research, analysis, and recommendations, our team can ensure your investments are properly positioned, that opportunities to build long-term wealth are capitalized on, and that your investable assets are maximized. 

Customize advice according to your goals

In every piece of investment advice we provide, your goals serve as our guide. After attaining recommendations from the Portfolio Advisory Group, we take a comprehensive, big-picture view of your finances in order to appropriately customize your portfolio according to your needs and risk tolerance, always implementing a long-term, diversified approach.

Ensure all investments are tax-smart 

With our team’s extensive background in tax-smart investment planning, execution, and monitoring partnered with Trevor Hodgins’s former work as a Chartered Professional Accountant, our team expertly enacts proven strategies to ensure maximum tax efficiency of your investment portfolio.

Putting you first with a team approach

As part of RBC at large, Ansari & Hodgins Group – Private Wealth Management has access to the best minds and resources in the industry.

 

Royal Bank of Canada

RBC Wealth Management Dominion Securities

Portfolio Advisory Group

Ansari & Hodgins Group – Private Wealth Management

Canada’s largest bank by capitalization

  • Serving more than 16 million clients
  • Offices in Canada, U.S., and 34 other countries
  • Leading diversified financial services company in North America

Canada’s leading investment firm

  • Providing professional wealth management services since 1901
  • Over $440 billion in assets under administration
  • Wide range of affluent clients

Canada’s largest portfolio advisory team

  • Specialized team focused on providing advisors with independent and objective investment advice
  • Thought leadership on asset class, investment themes, and portfolio management

One of RBC’s leading investment practices

  • Focus on providing full-service wealth management advice
  • Backed by an extended team of RBC professionals with expertise in a wide range of wealth disciplines