Comprehensive Wealth Management Services and Solutions


We work with you to help meet your goals and uncover wealth planning opportunities. At the core of everything we do is genuine care and commitment to you and your family. 

Family Wealth Planning

  • Insurance planning
  • Estate planning 
  • Charitable Giving
  • Complimentary advice to your friends and family

Retirement Planning

  • Retirement Income planning
  • Retirement planning for business owners 
  • Business succession planning 

Investing

  • Professional discretionary portfolio management 
  • Investment Policy Statement
  • Disciplined investment process 

Collaborating

  • Work with RBC Royal Bank Partners 
  • Engage our wealth planning specialists 
  • Co-ordination with your other advisors, such as lawyers and accountants

Our clear and transparent process to build and protect your wealth


We follow a disciplined six-step process to keep you on-track to achieving your goals. This keeps us all focused on what's important - helping you live life the way you want. 

1. Discovery 

We sit down with you to complete a comprehensive review of your current circumstances and your personal and financial goals. 

2. Investment Policy Statement

We establish the basic guiding principles for building and managing your portfolio, which we document in an Investment Policy Statement - an individualized blueprint for building and protecting wealth. 

3. Portfolio Implementation

Using the resources of a team of portfolio strategists and research analysts, we construct your investment portfolio, ensuring it adheres to the Investment Policy Statement. 

4. Wealth Planning

We address financial planning, tax-minimization, wealth protection, intergenerational wealth transfer, and charitable giving. In doing so, we draw on a wide range of resources available through the RBC Dominion Securities Wealth Management Services team and work with your existing tax, legal, estate, and business advisors. 

5. Ongoing Communication

On an ongoing basis, you receive regular reviews and reporting, including a monthly account statement, quarterly portfolio review statement, annual tax-package, and online account access. 

6. Regular Reviews

As your needs evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.