Hicks Wealth Group | RBC Dominion Securities

We feel fortunate to be part of RBC Dominion Securities, Canada’s largest investment firm. RBC provides us with the resources so we can devote our time to giving you the best possible service.

To do this, we focus our efforts in three areas:

Getting to know you - To tailor an investment strategy that reflects your unique needs and goals, we do more than collect financial information. We try to get to know you personally. Too many mistakes are made by investment counselors who become fixated on the latest hot trend, or who are excessively cautious. A good plan requires not only financial expertise, but also understanding and empathy. Perhaps the most important thing we do is build relationships.
Personalized solutions - Every investor should have an investment policy - a strategy that lays down a roadmap to achieve his or her long-term goals. A good strategy need not be complex; the best are often very straightforward, but it is essential to have one to move forward with confidence.
Keeping your costs down - To maximize returns, we also help you keep your investment costs and administration fees to a minimum. That’s why we like to review your entire portfolio to avoid duplicate holdings and fees. We offer account options where everything - including all trades - is covered in one inclusive fee.

Our team offers our clients a full range of investment products from GICs, stocks, bonds, money market, ETFs, mutual funds and managed accounts.

Our Professional Wealth Management approach includes:

Financial Planning
Credit & Lending
Taxation
Retirement Planning
Education Savings
Charitable Giving
Insurance
Estate Planning

We take pride in providing quality service to clients. For more information or for a second opinion on your current portfolio please call or email us.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy

View transcript & Disclaimer

Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.