RBC Dominion Securities has been helping Canadian investors achieve their financial goals since 1901. As a part of Canada's leading full-service investment firm, our team takes great pride in the fact that our clients turn to us for all of their wealth management needs.

Our Approach to Wealth Management

We view wealth management as an ongoing process that helps guide you and your family through each stage of your life. Our approach is comprehensive and extends beyond investment advice and money management to lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. Simply put, it's our goal to help you reach all of yours.

We're here to help you make informed decisions and gain a true understanding of your wealth. Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation. As a client of ours, not only will you have the expertise of our team on your side, but you'll also have access to the world-class resources of RBC Dominion Securities, including senior economists, portfolio strategists and research analysts.
Who We Work With:
Our team's services are designed for individuals, families, charities, businesses and organizations requiring professional assistance managing their wealth.
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock and coordinate multifaceted financial affairs
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service clients
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can gain from enhanced retirement benefits only available to them
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
Pre-retirees who want to make the most of their savings as they approach retirement
Retirees who require innovative strategies to maximize their after-tax retirement income while protecting their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Charitable foundations and non-profit organizationsrequiring investment management according to specific guidelines
International clients seeking private client or discretionary management services outside their country to diversify their assets
Products & Services:
  • Financial planning
  • Personal investment advice
  • Insurance planning
  • Portfolio management
  • Discretionary money management
  • Education planning (RESPs)
  • Retirement income maximization
  • Retirement planning
  • Will & estate planning
  • Wealth protection
  • Charitable giving
  • Legacy creation
  • Trusts
  • Annuities
We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.

Important notices