Focused on our clients’ financial well-being

Committed to our community’s flourishing

Devoted to unleashing our company’s potential

Wealth preservation

Partnering with a sophisticated group of business families, medical professionals, and highly affluent individuals to preserve their wealth for generations.

Our clients

Legacy inspiration

Finding meaning and fulfillment by committing our time, energy, and resources to a range of charitable organizations, foundations, and initiatives.

Our community

Team collaboration

Working collaboratively, advising strategically, and leveraging the very best of RBC to empower our clients to focus on what matters most to them.

Our company

A strong sense of purpose and dedication to holistic success—that’s why our partners recommend us.

—Michael Bogle

Wealth management

All-encompassing support, all-embracing service

Your ongoing success breeds an abundance of opportunities, and our highly integrated team is perfectly equipped to help you capitalize on them with ease and efficiency. Working in close collaboration with our partners across Canada’s largest financial institution1, we offer truly comprehensive support and service in all aspects of your wealth, from investment management to risk management and beyond.

1. Based on market capitalization as of January 31, 2024.

Once your comprehensive financial plan has been implemented, we take a rigorous, disciplined, and institutional approach to asset management that prioritizes your financial well-being.

You’ve taken risks to build your business and the life you’ve always wanted—we help mitigate future risks by identifying potential pitfalls and implementing strategies to preserve your wealth.

Leveraging the award-winning resources of RBC Family Office Services, we provide integrated wealth management expertise in all facets of your wealth—for this generation and the next.

Working alongside your accountants and other trusted professionals, we help lighten your tax burden and preserve more of your wealth by exploring potential tax strategies suited to your needs.

From helping improve the efficiency and effectiveness of your business to managing cash flow and securing credit, we do it all with the goal of optimizing your wealth and securing your legacy.

Whether you’re preparing for retirement or just beginning your career journey, our in-house team of financial planning experts are perfectly equipped to help you plan ahead with confidence.

Through thoughtful planning and innovative strategies, we work diligently to ensure your assets are protected and your wealth is stewarded to the next generation as seamlessly as possible.

We recognize the importance of giving back, which is why we take pride in helping you integrate a charitable giving strategy that reflects your values and creates meaningful change.

You’ve worked incredibly hard to build an estate that you’re proud of—we work equally as hard to protect it from potential risks through an estate plan that secures your family’s financial future.

Working alongside your family, we provide financial literacy services, programming, and resources designed to increase confidence in the next generation and empower what matter most.

True wealth is more than just financial, which is why we provide exclusive access to a range of resources that support not only your wealth but your overall health and well-being.

From cash management to credit and lending, we’ll work with you and our partners at RBC Private Banking and commercial banking to coordinate your affairs and streamline your financial life.

Our wealth management experience

Our process is fundamentally based on the families we serve and the goals they hope to achieve, and we stop at nothing to ensure each of our valued clients receives the highest level of attention and care at every stage in their financial journey.

A magnifying glass lying on a table.

Discovery

The foundation of our practice is long-term relationships with our clients, and we begin with an in-depth discussion about what’s important to you, your family, and your business.

Next
A series of stacked coins with a graphic overlay showcasing growth.

Wealth memo

Once we uncover your short-term needs and long-term goals, we share a range of wealth management services and solutions perfectly suited to your unique financial situation.

Next
A close up of a wealth professional with their laptop open while using a calculator.

Family office services

Leveraging our in-house expertise and extensive industry connections, we collaborate with our partners to address all aspects of your wealth and design a fully personalized plan to help you achieve your goals.

Next
A close-up of a wealth professional and client shaking hands.

Implementation

With all your concerns addressed and opportunities examined, we set your financial plan and additional services in place, regularly reviewing to ensure alignment with your life circumstances.

Back to Discovery
A magnifying glass lying on a table.
A magnifying glass lying on a table.

Discovery

The foundation of our practice is long-term relationships with our clients, and we begin with an in-depth discussion about what’s important to you, your family, and your business.

A series of stacked coins with a graphic overlay showcasing growth.
A series of stacked coins with a graphic overlay showcasing growth.

Wealth memo

Once we uncover your short-term needs and long-term goals, we share a range of wealth management services and solutions perfectly suited to your unique financial situation.

A close up of a wealth professional with their laptop open while using a calculator.
A close up of a wealth professional with their laptop open while using a calculator.

Family office services

Leveraging our in-house expertise and extensive industry connections, we collaborate with our partners to address all aspects of your wealth and design a fully personalized plan to help you achieve your goals.

A close-up of a wealth professional and client shaking hands.
A close-up of a wealth professional and client shaking hands.

Implementation

With all your concerns addressed and opportunities examined, we set your financial plan and additional services in place, regularly reviewing to ensure alignment with your life circumstances.

Investment management

An institutional-style, individual-focused approach to asset management

As a complement to our wealth management approach, we employ the same rigor, discipline, and high standards of institutional-style investing when building our clients’ personalized portfolios. To accomplish this, we leverage the world-class resources of our industry-leading firm to deliver unparalleled value at every turn, ensuring our clients benefit from a portfolio that is convenient, customizable, comprehensive, and consolidated.

Your life is filled with complexities, responsibilities, and demands on your time. Leveraging one of RBC’s leading investment platforms, we offer you the convenience of delegating day-to-day decisions to The Bogle Private Wealth Group and a select team of elite money managers so you can focus on what matters most.

We believe your portfolio should reflect your family’s particular concerns, aspirations, and long-term goals. To that end, we pride ourselves on diligently customizing your portfolio to align with your unique risk tolerance, time horizon, asset allocation, and more to alleviate stress and instill confidence moving forward.

In an increasingly complex financial landscape, it can feel overwhelming to account for all of the opportunities available to you, your family, and your business—but that’s where we come in. With discipline and dedication, we leave no stone left unturned and miss no opportunity to preserve your wealth for the road ahead.

With countless important concerns calling for your attention—both personal and financial—we seek to simplify your life with a repeatable process that places your needs at the centre. This includes regular consolidated account reporting that provides an in-depth examination of your progress towards your goals.

Our investment process

Guided by decades of experience managing the investment needs of ultra-high-net-worth clients and their families, we employ a disciplined investment process based around strategic asset allocation, in-depth research, thoughtful implementation, and effective governance. The result is a truly customized framework for managing your assets and the peace of mind that comes from the support of a dedicated team.

With your risk tolerance, time horizon, and other key considerations in mind, we leverage RBC’s strategic and tactical asset allocation framework—consisting of both traditional and alternative asset classes—to build a personalized portfolio tailored to the unique needs of you, your family, and your business.

With access to the very best research on the market gathered from Global Manager Research, Canada’s leading source of qualitative and quantitative investment research and due diligence across multiple asset classes, we ensure every decision we make is backed by data and aligned with your priorities.

With traditional active and index funds no longer the only solutions for investors, we rely on RBC Wealth Management’s partnerships with leading investment groups including RBC, Capital Group, Fidelity, and BlackRock to bring a diverse range of investment options to the table that balance risk and reward.

With the ever-evolving regulatory landscape, we leverage Aladdin by BlackRock—a best-in-class software that combines sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools—to make better, more risk-informed decisions to preserve your wealth for generations.

Preserving your wealth. Inspiring your legacy. Empowering what matters most.

Discover how we raise the bar on service for our clients and their families.

Preserving your wealth. Inspiring your legacy. Empowering what matters most.

Discover how we raise the bar on service for our clients and their families.

The Bogle Private Wealth Group of RBC Dominion Securities

Email: michael.bogle@rbc.com
Phone: 905-845-7288

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