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.

Why choose us

RBC Dominion Securities, Canada’s leading full-service Investment and Wealth Management firm with over 400,000 clients and more than 300 billion in assets under administration, has been servicing clients since 1901.

Brookfield Place 22nd Floor branch brings together some of the most experienced and talented Investment Advisors, Portfolio Managers and associates in the industry.

Our clients choose us simply because they benefit from the personalized service of the best professionals in the industry, combined with the world-class expertise and resources of RBC Dominion Securities.

STRENGTH AND STABILITY
Our clients value the peace of mind that comes from working with a resourceful and experienced organization such as RBC Dominion Securities. As a wholly owned subsidiary of Royal Bank of Canada, one of the world’s largest and most stable financial organizations, RBC Dominion Securities offers more than 400,000 clients worldwide an exceptional level of comfort in their financial affairs.

QUALITY ADVISORS
The Brookfield Place 22nd Floor branch of RBC Dominion Securities is one of the firm’s flagship offices, with over 200 wealth management professionals offering investment, financial and insurance planning services to families, businesses and charitable organizations. Our team of more than forty Investment Advisors, Financial Planners and Portfolio Managers are among the most accomplished in Canada, guiding over $13 billion in client assets.

A PROGRESSIVE APPROACH
A former winner of RBC Dominion Securities “Branch of the Year” Award, the Brookfield Place 22nd Floor branch office emphasizes the preservation and prudent growth of your assets first and foremost. As a strong advocate of the new wealth management approach, our team takes a coordinated approach to protecting and enhancing your financial security. Recognizing that investment management is one piece of a complex puzzle, our advisors recommend strategies to align your individual tax, retirement, risk and estate planning needs with your customized investment portfolio. They also collaborate with your existing tax and legal advisors, and introduce appropriate services from other parts of RBC, in coordinating a multi-disciplinary overall wealth plan.

INVESTMENT EXPERTISE AND RESOURCES
As our core area of expertise, we focus on providing highly customized investment management. Choose from the full range of investment options available on the global marketplace within a custom-tailored portfolio or access convenient portfolio solutions managed by world-class managers. From initial conceptualization and implementation to ongoing refinement and management, you benefit from the professional expertise of your personal advisor, who is backed by an international team of portfolio strategists, economists and research analysts.

Let us introduce you to one of our Investment Advisors today!

If you would like a management team member to review your situation and recommend an Investment Advisor, please contact us.

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High-net-worth distribution – Scale, capabilities and innovation

 

By granting our advisors and their teams industry-leading capabilities, we enable them to offer the topmost service to their clients. In so doing, we set them up for high client retention, which in turn leads to accomplished professionals wanting to work at RBC and to stay here. From there, we grow market share and scale.

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Incomparable investment in technology

As the industry leader, RBC Dominion Securities has the size and scale to continually reinvest in the business to support future growth. Our digital applications will transform the way we do business and ensure we remain relevant to clients now and in the future.

 

Each year, we put more than $60 million in our technology platforms, with a focus on improving advisor efficiency, enhancing client experience, and meeting regulatory requirements.

As we continue to transform client accounts to better manage and share data, our systems are becoming more integrated and efficient, resulting in more time for you to serve clients and grow your business.

In a rapidly evolving regulatory environment, we leverage technology to enable us to meet our obligations in an efficient manner. Whether we’re delivering client materials through our secure DS Online platform or enhancing our client reporting, we continue to innovate to ensure clients receive timely account information.

Award-winning mobile app

Advisor’s Virtual Assistant (AVA) provides advisors with on-the-go access. With AVA, you can quickly find clients/households, instantly connect with clients via email and phone, and easily review a client’s portfolio of accounts details. Client bios, notes, tasks, and client emails are all at your fingertips. You can also dictate notes straight into the client record and review and approve electronic KYCs on the fly.

Wealth projection

A real-time projection tool that provides a holistic view of a client’s financial picture, myGPS™ is designed to meet the changing wealth management needs of clients by providing an overview of client goals, priorities, and solutions.

Social media

RBC Social for Business is RBC Dominion Securities’ social media supervision and digital marketing tool. The application includes a content library of pre-approved marketing materials, which advisors can share with their clients using LinkedIn and Facebook.

One trade platform

RBC has one easy-to-understand trade platform that is mobile enabled.

Online client access

DS Online is our secure, private website that gives clients convenient 24-hour access to account information, research, tools, and eDocuments from any computer with secure internet access. Clients can keep track of the progress they are making toward achieving their financial goals at their convenience.

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Commitment to ongoing investment

$60MM Annual Technology Investment

Broad range of technology solutions you expect, including:

  • Customer relationship management and planning
  • Trading and research
  • Reporting
  • Practice management
  • Mobility
  • Client communication
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Success starts with unrivalled expertise

A dedicated team of specialists stands behind each and every investment advisor.

 

The RBC Dominion Securities Portfolio Advisory Group (PAG) provides advisors with asset allocation guidance, investment ideas, and recommendations. They can assist you with preparing portfolio reviews and proposals by delivering objective and independent insights, and they provide one-on-one advice on fulfillment selection and client presentations – all to better help you to service your clients.

Leverage multi-faceted support from market information and commentaries, model-guided portfolios, the DS daily Morning Insight and Mid-Day Insight publications, as well as regular client communications, such as Global Insight Weekly and Global Insight Monthly. The RBC DS Asset Allocation Guide also provides guidance on asset allocation from the Canadian Investment Committee.

Every advisor benefits from access to robust and insightful global research and strategy. In our customizable website, RBC Insight, find in-depth coverage of equities, fixed income, investment-grade and high-yield credit, foreign exchange and economics, from RBC Capital Markets’ award-winning analysts, as well as our third-party and independent research providers. Using interactive tools, you can create custom searches, subscribe to specific commentary, explore recent reports, and access an archive of research products.