Noble Wealth Management of RBC Dominion Securities is committed to providing you with “Your Unique Experience”. Our dedication to your overall wealth management sets us apart from the competition.
Comprehensive Financial Discovery
Using our high net worth planning team and business owner specialists, we perform discovery around your complete financial situation. This discovery will allow us to provide advice in the areas of comprehensive financial planning, business succession planning, tax and retirement planning, estate and wealth transfer. It will also enable us to build strategy around your investment management.
Tax & Estate Planning Strategies
Your comprehensive discovery will help identify tax-effective wealth building, wealth preservation and wealth transfer strategies. Our team of Tax and Estate Planning Specialists will assist or guide in the execution of these strategies. When necessary, we will consult with your lawyer and accountant to ensure our recommendations are in line with existing strategies to further enhance your situation.
Our clients typically have more wealth than their family needs, therefore giving back is often part of our discussion. We can offer and act upon strategies that help leverage that generosity.
We work closely with our partners at RBC Royal Bank to ensure all of your personal and business banking, credit, estate and group services needs are addressed.
Your Unique Experience
The result of our comprehensive Wealth Management Process is “Your Unique Experience”. Our focus on diversification and our dedication to your overall wealth management sets us apart from the competition.
We work with both internal and external partners to reduce and mitigate risk in your investment portfolio.
Cash Flow & Income
We will structure your investment portfolio so it will produce predictable, tax efficient income.
There is a balance between having money in your best ideas and where your money is placed. We concentrate on how to achieve that by relying on geographic diversity that we feel is most important.
Investment Management Strategy
We develop a customized Investment Policy which consolidates and simplifies your overall investment strategy. We are a discretionary investment management team. We make the day-to-day investment decisions on your behalf using Our Unique Process. Our decisions are guided by the Investment Policy and macro planning strategies.