The Donath & DiSabatino Wealth Management Group provides portfolio and wealth management expertise for select families, executives, business owners and professionals. 

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and require professional assistance with the management of your wealth, The Donath & DiSabatino Wealth Management Group of RBC Dominion Securities can help. 

The Donath & DiSabatino Wealth Management Group consists of 5 dedicated investment professionals to provide the highest level of professional service. Including backgrounds in accounting and law, the team possesses rare insight into the financial needs of their clients. This professional experience provides their clients with confidence that investment decisions are scrutinized in a different manner than most. 

The combination of financial, accounting and legal background can also assist in areas of:

  • Trust and comfort in the decision making process regarding all investments;
  • A vast professional referral network available to all clients;
  • Customized wealth management strategies involving estate planning and tax minimization

As part of RBC Dominion Securities - Canada's leading full-service wealth management firm - The Donath & DiSabatino Wealth Management Group has the resources and expertise to provide you with a comprehensive wealth management strategy. With an approach that extends beyond investing, the team can help you address your specifc financial, tax, retirement and legacy planning concerns. As a client, you are entitled the following consulations and services with dedicated professionals in:

  • Financial planning
  • Will and estate consultation
  • Insurance assessment
  • Strategic tax-minimization review
  • High-net-worth planning

Watch the video below to learn more about our investment strategy. 

 

As part of RBC Dominion Securities - Canada's leading full-service wealth management firm - The Donath & DiSabatino Wealth Management Group has the resources and expertise to provide you with a comprehensive wealth management strategy. With an approach that extends beyond investing, the team can help you address your specific financial, tax, retirement and legacy planning concerns. As a client, you are entitled the following consultations and services with dedicated professionals in:

  • Financial planning
  • Will and estate consultation
  • Insurance assessment
  • Strategic tax-minimization review
  • High-net-worth planning