What we offer

What we offer

 

At the Burak Wealth Advisors Group, we believe that each client’s needs are truly unique. That's why, over the last 25-plus years, we have been carefully addressing all your financial concerns by making sure managing your portfolio and protecting your family wealth are always at the heart of our service offering. Our approach is intended to be consultative, which allows us to thoroughly assess and understand your personal situation, from your financial needs to your investment objectives or your risk tolerance. We set ourselves apart by taking a big-picture approach to your personal situation and offering a unique line of services to meet all of your needs.

 

Building your wealth... and your confidence

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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 $425 billion in assets under care

• Established in 1901

• Nearly 2,000 Investment Advisors in 160 branches in communities across Canada

• Over 500,000 clients worldwide 

• One of Canada’s largest discretionary managers with $170 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)

• #1 overall bank-owned investment firm as ranked by advisors (2022 Investment Executive Brokerage Report Card)

• A member company of RBC Wealth Management

RBC Wealth Management³ 

• Over US$1.38 trillion in assets under administration and more than US$992 billion in assets under management

• Recognized as the “Best Private Bank” in Canada (The Banker/PWM – Global Private Banking Awards 2022)

• Named “Outstanding Global Private Bank” in North America (Private Banker International Global Wealth Awards 2022)

• Recognized as “Best Bank for Sustainability and ESG Thought Leadership” globally (WealthBriefing Wealth for Good Awards 2022)

RBC Royal Bank³

• Canada’s largest bank by assets and market capitalization, with broad leadership in financial services

• A top 10 bank globally based on market capitalization, with operations in 29 countries

• 95,000+ employees serving more than 17 million clients worldwide

• Strong credit ratings: Aa1 (Moody’s), AA- (S&P), AA (Fitch), AA (high) (DBRS)⁶

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¹Financial information as of October 31, 2022. ²Retail Brokerage and Distribution Canada–Quarterly Update, Investor Economics (Fall 2022). ³Financial information as of October 31, 2022. ⁴Top 25 Global Wealth Management Firms Market Monitor, Aite-Novarica Group (2021). ⁵S&P Global Market Intelligence, as of April 11, 2022. ⁶November 29, 2022. Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2022 RBC Dominion Securities Inc. All rights reserved.