Wealth is a system.
We help successful business owners, executives, and multi-generational families bring structure, discipline, and coordination to every moving part of their financial life: portfolio governance, tax planning, estate decisions, and the complex choices in between.
Jamison McAuley, CFA | Portfolio Manager & Wealth Advisor | McAuley Wealth | RBC Dominion Securities | Vancouver
Planning-first, governance-led discretionary portfolio management.
Coordinated access to Private Banking, Capital Markets, Royal Trust, and Family Office Services (where appropriate).
The Problem We Solve
Most wealth problems are not investment problems. They are coordination problems.
When wealth reaches a certain level, the risks become interconnected: concentrated equity, real estate exposure, tax drag, estate friction, credit structure, corporate complexity, and family decision dynamics.
We act as the quarterback. One relationship. One plan. One governed portfolio. One coordinated team.
What Makes McAuley Wealth Different
Planning precedes products. Decisions flow from a goals-based strategy, not from the shelf.
Institutional portfolio governance. Written policy, risk controls, disciplined rebalancing, and manager oversight.
Tax-aware implementation. Asset location, realization strategy, and planning coordination with your accountant.
Orchestration. We align the right specialist at the right time so your plan actually gets executed.
Calm, precise communication. Clarity in uncertainty, not noise and hot takes.
"After a four-decade career in banking, I thought I had a good understanding of what wealth management meant. Jamison and his team at McAuley Wealth have far surpassed my expectations and built an enhanced approach. For the first time, I feel someone is truly accountable for the full picture. They are exceptionally responsive, bring real historical market context to decisions, and proactively keep our projections updated as conditions change. Just as important, they also regularly ground us in why our portfolio is diversified globally and how each piece fits together." - Retired Big 5 Bank Executive
Who We Serve Best
• Business owners and founders (including pre and post sale)
• Senior executives with complex compensation and concentrated positions
• Professionals with incorporated practices
• Families coordinating wealth across entities, generations, and advisors
If You Are Looking For Stock Tips, We Are Likely Not A Fit
We do not try to compete on opinions, hot takes, or access.
We are a fit if you value long-term stewardship, decision quality under complexity, and a process that holds up in both good markets and bad.
If you are shopping purely on the lowest sticker fee, or you want transactional product advice, we will likely disappoint you.
The Wealth Architecture Framework
Every relationship follows four disciplined phases. This reduces mistakes, improves decision quality, and creates a system your family can rely on.
Discover: Understand the full balance sheet, goals, constraints, and risks.
Design: Build a written strategy, governance, and a coordinated plan across disciplines.
Implement: Execute portfolios, structures, and planning actions with specialist support.
Monitor: Measure progress, manage risk, and update decisions as life changes.
What You Get in the First 30 Days
• A full balance sheet and cash flow map (personal and corporate where applicable)
• A prioritized goals and decision inventory: what matters, what is optional, what is noise
• A myGPS goals projection and scenario review to test retirement, liquidity events, and major purchases
• A draft Investment Policy and Governance outline: risk targets, constraints, rebalancing rules, and oversight cadence
• A coordinated action plan with owners and dates (you, us, accountant, lawyer, banker, insurance representative)
How It Works in Practice
The Liquidity Event:
Situation: Founder sold a company for eight figures with proceeds arriving in tranches.
What we did: Built a staged liquidity plan, matched near-term cash needs with a laddered structure, designed a long-term policy portfolio, and coordinated tax planning with the accountant.
Result: Lower decision stress, clearer sequencing, and a governed portfolio that could be implemented as each tranche arrived.
The Concentrated Executive:
Situation: Executive held a highly concentrated equity position with significant embedded gains.
What we did: Built a concentration risk plan, evaluated tax-aware diversification paths, and coordinated with lending to preserve optionality during transition.
Result: Reduced single-asset risk while preserving flexibility and control over timing.
Real Estate Over-Concentration:
Situation: Family with operating income tied to real estate and investment assets also concentrated in private real estate and mortgage funds.
What we did: Rebuilt portfolio governance around total balance sheet risk, diversified liquid assets, and introduced a monitoring cadence with clear drawdown and liquidity guardrails.
Result: A more resilient household balance sheet and fewer correlated risks.
The Platform Behind the Plan
We operate within RBC Dominion Securities and coordinate specialists across Private Banking, Capital Markets, Royal Trust, and Family Office Services.
You get integrated expertise, not fragmented advice across multiple firms.
How Fees Work
We believe fees should be transparent, aligned, and earned. Your advisory fee is separate from product and manager costs. All-in costs vary based on asset mix, underlying managers and structures, account types, and implementation complexity.
We discuss fee structure early, provide ranges, and confirm the estimated all-in cost before implementation.
Frequently Asked Questions
Do you have minimums? We are built for complexity. Most relationships start at $2M+ investable assets, or a clear path to that through a liquidity event.
Do you only use RBC products? No. The platform includes both RBC and third-party solutions. Selection is driven by fit, fees, and due diligence.
How is this different from a robo or model portfolio? Governance, customization, tax coordination, alternatives access where appropriate, and accountability for execution.
What happens in the first meeting? We confirm fit, understand the decision you are trying to make, and outline the first 30-day plan.
Can you work with my accountant and lawyer? Yes. Coordination is part of the service, and we prefer to see or build a strong team around you.
Simple First Step
If you are making a high-stakes decision in the next 6 to 18 months, let's start with a private intro call.
The first conversation is designed to be practical: confirm fit, identify the highest-stakes decision in front of you, and outline what the first 30 days would look like.
Book a Private Intro Call
