Wealth management solutions designed for you

Coordinate your affairs with us to simplify your financial life

You have your own dreams, motivations and ambitions in life. You have a successful career or business, are pursuing personal interests or enjoying your retirement lifestyle. With Jacques Boutin and his team at RBC Dominion Securities, wealth management goes beyond portfolio 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:

  • Investment and portfolio management
  • Development of your personalized investment policy statement
  • Retirement planning
  • Financial and tax-minimization planning
  • Risk management
  • Insurance solutions
  • Estate planning
  • Strategies for “sudden” wealth resulting from the sale of a business, real estate or inheritance

 

Who We Can Help
  • Retirees requiring innovative strategies to maximize their after-tax retirement income while 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 and pharmacists
  • Business owners who need help managing their personal and business assets
  • All family members and close personal friends of existing clients

Our professional portfolio management services are offered to clients with a minimum of $500,000 in investable assets. Our management fee is a flat, all-inclusive fee (no transaction fees).

Our Mission: Coordinate your affairs to simplify your financial life
  • Draw up an overall financial plan
  • Manage your investments in a disciplined manner based on your needs for income, growth and security
  • Help you implement each step of your plan and regularly measure your progress