A tailored solution designed for you
You have your own dreams and ambitions in life. Perhaps you’re building a successful career or business, pursuing personal interests, or enjoying your retirement lifestyle.
At The Knudson Wealth Management Group of RBC Dominion Securities, we realize that wealth management goes beyond investment advice and money management. Acting as your personal “chief financial officer” our team creates and oversees all elements of your wealth management plan so that you can enjoy success today as you build and preserve your wealth. Our proven approach includes a personalized investment policy, taxation, insurance and estate planning.
Recognized as one of the leading Portfolio Managers in the investment industry, Daryl has built his practice on the foundations of trust, integrity and accountability.
Who We Can Help
- Retirees requiring innovative strategies to maximize their after-tax retirement income whilst preserving their capital
- Affluent individuals seeking advice to “tax-efficiently” transfer their wealth to future generations
- Senior executives looking to enhance the growth of their wealth
- Incorporated professionals such as doctors, dentists, veterinarians and pharmacists
- Business owners who need help managing their personal and business assets.
- Professionals looking for a trusted partner with shared clients, and guidance with their personal assets
- Charitable foundations and non-profit organizations
Appreciative of the constraints placed on your time and the emphasis you place on performance and professionalism, The Knudson Wealth Management Group has the requisite combination of skill and experience you need to provide you with the peace of mind you require.
“I believe that choosing a prudent asset allocation and implementing a sound rebalancing discipline are fundamental to reducing your risk and preserving your capital during these volatile markets” – Daryl Knudson, Vice President & Portfolio Manager.