High-net-worth individuals and their families face complicated financial decisions and require sophisticated advice and solutions. By streamlining your financial affairs we act as your personal CFO, and enable you to take more control of your financial future.
Together with your investment advisor our Wealth Management services team will work one-on-one with you, drawing upon the full resources of RBC, to create individually tailored wealth management plans for you and your family.
Be proactive. Plan ahead. Give yourself the satisfaction of knowing that you used every resource available to map out your financial future, protect your lifestyle and achieve your goals.
Our Wealth Management Team
Dustin Rallo
Financial Planning Specialist
Dustin is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course, and holds an Honours Bachelor of Commerce degree from the University of Manitoba with a major in Accounting. In his previous role as a tax manager at one of the major global accounting firms, Dustin specialized in providing tax planning services to high-net-worth individuals, private corporations, owner-managed businesses, estates, trusts and partnerships. His work focused on tax minimization strategies, reorganizations, and succession planning. Dustin’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Rebecca Bae
Will & Estate Consultant
Rebecca obtained a Bachelor of Arts from the University of Manitoba in 2009 and was awarded the program medal for highest standing in her degree program. She went on to obtain a Juris Doctor from the University of Manitoba in 2012 and was called to the Manitoba bar in 2013. Rebecca is a member of the Law Society of Manitoba.
Prior to joining RBC, Rebecca was in private practice in Winnipeg and practiced primarily in the areas of estate planning, incapacity planning, estate administration, real estate conveyance, and commercial law.
James Kopp
Estate Planning Specialist
James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions. James can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, James has access to insurance solutions from the top-ranked insurance providers in Canada. James began his career in the insurance industry in 1998 and is an expert in his field. He is pursuing several professional financial services designations.
Jeff Schultz
Financial Planning Consultant
Jeff has a career of over 20 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families.
Jeff’s role along with your Portfolio Manager, is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
COMPREHENSIVE FINANCIAL PLANNING
In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Jeff Schultz. RBC Dominion Securities’ comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
