Institutional Discipline, Built for Private Wealth
McAuley Wealth was built for successful families, founders, and executives who have outgrown traditional wealth management.
As wealth compounds, the real challenge is rarely “which stock” or “which manager.”
The challenge is decision quality across the full system: portfolio construction, liquidity planning, taxes, estate structure, credit, and major life transitions.
McAuley Wealth brings an institutional standard to that problem, with a process designed to reduce noise, surface blind spots, and help clients make better long-term decisions with clarity and discipline.
The Background That Shaped The Firm
McAuley Wealth is led by Jamison McAuley, CFA, Portfolio Manager and Wealth Advisor at RBC Dominion Securities.
Before RBC, Jamison spent nearly six years in an institutional investment role in an absolute-return and hedge fund environment. The work focused on manager selection, portfolio construction, risk management, and communicating complex strategies to sophisticated investors.
That experience reinforced a core belief: outcomes improve when decision-making becomes more structured, repeatable, and risk-aware. Especially when markets and emotions run hot.
Predictions are unreliable. Process is not.
Origin Story
The clarity came from watching a mistake unfold in slow motion.
During Jamison's time in the institutional world, he managed a portion of capital for a family’s charitable foundation. The family experienced a material liquidity event. Their primary business was in real estate. Their personal investments were in real estate. The goal for the new capital was straightforward: diversification and liquidity.
They decided to spread the proceeds across three investment advisors.
One advisor used only their in-house fund lineup. The second recommended illiquid private real estate funds that were owned and managed by the advisor’s own firm. The third was us.
The result was predictable: heavy overlap instead of diversification, more administration and paperwork, and higher all-in fees than if they had consolidated with one open-platform advisor.
Worse, they added more illiquid real estate to a balance sheet that already concentrated in real estate. The stated goal was diversification and liquidity. The outcome was the opposite.
No one was accountable for the full picture. Each advisor optimized for their own slice.
That experience stuck because it was avoidable and crystallized what McAuley Wealth would become: one relationship, one open platform, one accountable advisor who builds a portfolio complementary to the total balance sheet, not just the assets under management.
That institutional foundation shapes how McAuley Wealth operates today: less focused on market calls, more focused on building resilient plans and portfolios that hold up across scenarios.
"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
The Gap We Saw In The Industry
Much of the wealth management industry is built around distribution, not advice.
In many models, recommendations are shaped by distribution incentives, limited product shelves, or in-house priorities. The advisor may be well-intentioned, but the structure creates friction between what is sold and what is optimal.
The result is often busy-looking portfolios that are not actually engineered around after-tax outcomes, concentration risk, liquidity sequencing, or long-term continuity.
Clients end up managing the gaps themselves: coordinating between their advisor, accountant, lawyer, and banker, with no one accountable for the full picture.
McAuley Wealth was designed as an alternative to that model.
What We Built Instead: An OCIO-Style Approach
OCIO stands for Outsourced Chief Investment Officer. It is how endowments, foundations, and pension funds manage capital: with governance, policy, documented process, and accountability.
McAuley Wealth applies that framework to private wealth.
Clients receive the same core disciplines institutions rely on:
• Clear objectives and constraints, documented in writing
• Governance and portfolio policy before any product discussion
• Strategic asset allocation based on goals, not market narratives
• Manager due diligence and selection with documented rationale
• Tax-aware implementation and oversight
• Ongoing monitoring, reporting, and a consistent review cadence
• Scenario-based updates as conditions change
It is a repeatable decision system, not a collection of disconnected recommendations.
How McAuley Wealth Helps
Wealth Architecture (Planning-First): Goals, cash flow, tax, estate, insurance, and major decisions connected into one integrated plan.
Portfolio Management (Institutional): Diversified, risk-aware portfolios designed for long-term, after-tax outcomes, aligned to real liquidity needs. Written policy. Systematic rebalancing.
Complexity and Transitions: Business owners, concentrated positions, liquidity events, corporate structures, and intergenerational planning. The is where coordination and alignment matters most.
Execution: Coordinated execution across RBC’s platform: tax specialists, estate planning, insurance and risk management, RBC Royal Trust, private banking, and credit. One lead advisor.
Ongoing Stewardship: Monitoring, scenario updates, and a review cadence designed to reduce mistakes through volatility and life transitions.
Why RBC Matters In This Model
Complex wealth decisions rarely sit in one lane. McAuley Wealth leverages RBC Dominion Securities and the broader RBC ecosystem to bring planning, investment management, credit, estate, and trust resources together in a coordinated way.
Clients benefit from a consistent process, institutional-grade infrastructure, and a team approach when the situation calls for it.
The relationship is personal. The platform behind it is institutional.
Who McAuley Wealth Serves Best
We work best with clients who:
• Have built meaningful wealth, or are approaching a liquidity event
• Have complexity: corporations, multiple entities, real estate, concentrated holdings, multi-generational needs
• Prefer disciplined governance over market narratives
• Value clear explanations, high-quality execution, and long-term stewardship
• Want one accountable relationship, not fragmented advice across multiple firms
The McAuley Wealth Standard
We do not promise certainty. We focus on preparedness. The goal is to replace fragmentation and reactive decision-making with clear architecture, disciplined portfolio governance, and coordinated execution across the full balance sheet.
That is how wealth is managed with intention over decades, not quarters.
Next Step
If your wealth has become more complex, the cost of fragmented advice is often invisible until a stress event exposes it: a market drawdown, a liquidity event, CRA scrutiny, incapacity, or a family transition.
A private intro call is designed to understand the situation, identify key risks and opportunities, and determine fit.
Book a Private Intro Call
