Who are we?

The Omstead Snoei Wealth Management Group of RBC Dominion Securities is a consortium of professionals with a singular mission:

To provide clients with comprehensive wealth management by offering premiere service and world-class solutions.

Clients value the approach our team takes to foster relationships based on trust and putting their best interests first in order to help them reach their financial aspirations.

Backed by the century-old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm - you can be confident that you will get the professional advice and services you need. Whether you're looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.

We appreciate your visit to our website and hope that it answers some of the questions that you may have regarding our team.

We encourage you to contact us without hesitation if you have any questions for us, or would like to participate in our Discovery/Fit process.

Who can we help?

Our services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

In our experience, when we sit down with prospective clients, we commonly identify at least of 1 of 3 concerns:

  1. Over Charged: Paying far too much in fees and/or commission for investments without receiving a holistic wealth management approach

  2. Under Serviced: We take pride in the level and quality of service that we provide to our clients, and generally prospective clients are shocked to realize what they have been missing

  3. Ill Advised: It is a sad fact of this industry that there are many Advisors providing poor advice and placing clients at undue risk. Our team approach affords us the opportunity to provide subject matter expertise for any financial circumstance. This coupled with the backing of Canada's leading full-service wealth management firm's myriad of resources provides assurance that you are in good hands. 

Some examples of who finds the greatest value in our services include:

  • Successful executives looking to enhance the growth of their wealth

  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  • Business owners who need help managing their personal and business assets

  • Pre-retirees who want to make the most of retirement savings as they approach retirement

  • Retirees requiring 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

  • Farmers and business owners who require succession-planning strategies

  • Professional athletes looking to create long-term income generation while ensuring tax efficiency