Putting you first with a team approach

As a client of mine at RBC Dominion Securities, you will receive timely service and valuable professional advice through my team of RBC partners. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it. All of their expertise and knowledge is complimentary and is part of my inclusive wealth management service.

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

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.

Building your wealth... and your confidence

At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC.  

RBC Dominion Securities1 

  • Canada’s leading full-service wealth management firm2 with over $361 billion in assets under care 
  • Established in 1901 
  • Over 1,800 Investment Advisors in 160 branches in communities across Canada 
  • 465,000 clients worldwide 
  • One of Canada’s largest discretionary managers with $119 billion in assets under management 
  • Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms 
  • Clients’ accounts protected by the Canadian Investor Protection Fund (CIPF) within specified limits (a brochure describing the nature of limits of coverage available upon request) 

RBC Wealth Management3 

  • Over $1.06 trillion in assets under administration and more than $756 billion in assets under management 
  • Ranked “Best ESG/Social Impact Investing” in Canada (2019 Euromoney Private Banking and Wealth Management Survey) 
  • Recognized as the world’s fifth-largest wealth manager in Scorpio Partnership’s Global Private Banking KPI Benchmark 2018 survey, as part of RBC Royal Bank 

RBC Royal Bank3

  • Canada’s largest bank by assets and market capitalization, with broad leadership in financial services
  • A top 15 bank globally based on market capitalization, with operations in 35 countries
  • Approximately 85,000 full- and part-time employees serving more than 17 million clients worldwide
  • Strong credit ratings: A2 (Moody’s), A (S&P), AA (Fitch), AA (DBRS)4


Top global wealth managers4

Rank Company Assets under management
1 UBS 2403.8
2 Morgan Stanley 2223.1
3 Bank of America 2206
4 Wells Fargo 1899.3
5 Royal Bank of Canada 907.9

Among the top five North American banks5

Rank Company Total assets (US$B)
1 JP Morgan 2,534
2 Bank of America 2,281
3 Citigroup 1,917
4 Wells Fargo 1,896
5 Royal Bank of Canada 1,039

One of the top 25 banks globally5

Rank Company Total assets (US$B)
1 Industrial & Commercial Bank of China 4,027
2 China Construction Bank 3,377
3 HSBC 2,558
4 Royal Bank of Canada 1,039
5 Toronto Dominion Bank 1,006


1Financial information as of January 31, 2020. 2Strategic Insight’s Retail Brokerage and Distribution Report—Canada (Fall 2019). 3Financial information as of Jan. 31, 2020. 4Scorpio Partnership’s Global Private Banking KPI Benchmark 2018. 5S&P Global Market Intelligence, as of Dec. 31, 2018. 6December, 2019. 

Charitable giving and foundations

Private Banker, RBC Royal Bank


Jason Daly, CFP®

Private Banker, RBC Royal Bank

Will & Estate Consultant, RBC Wealth Management


Claudia Morrison, PFP, CIM

Regional Trust Advisor, RBC Royal Trust

Estate Planning Specialist, RBC Wealth Management