Invest Like an Institution

Large institutions like pension funds, endowments and family offices invest differently. They have the resources to move beyond traditional stock and bond portfolios, adding greater diversification and accessing investment opportunities that most retail portfolios miss. 

Why It Matters

The institutional approach can help build more resilient portfolios, improve tax efficiency and aim for better risk-adjusted returns over time. 

If you are ready to invest like the "smart money" - pension funds, endowments and family offices - let's have a conversation. 

Learn more about our philosophy here

Personalized Wealth Advice

Your financial situation is unique - your investment strategy should be too.

At RBC Dominion Securities, we believe wealth management goes far beyond your portfolio. It's about building a strategy that reflects your goals, your timeline and what matters most to you and your family.

Our approach combines investment management with thoughtful tax planning, retirement strategies, philanthropy and inter-generational wealth transfer - helping you grow and protect your wealth for the long term.

What Makes Our Process Different

We start with a deep discovery process to truly understand your needs. 

From there we design a tailored investment plan, working alongside your existing advisors or bringing in our in-house tax and legal experts when helpful.

With over 20 years of institutional investment experience, our team is focused on helping you:

  • Grow your wealth
  • Minimize taxes
  • Build security for future generations

Learn more about our services here

Ari Black

Ari Black, HBA, CFA

Investment Advisor

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