Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

By taking an integrated approach to wealth, we can help you:

  • Protect your lifestyle
  • Manage your nest egg
  • Plan your retirement
  • Create a lasting legacy
  • And much more

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.

Patrick Rae & Associates Private Investment Management of RBC Dominion Securities operates a team-based wealth advisory business specializing in customized and comprehensive wealth management practices for high-net-worth individuals, corporations and not-for-profit organizations. We are unique in that we are qualified Portfolio Managers that can offer our clients discretionary wealth management services in addition to traditional advisory services. We can also offer our clients insurance products and estate advisory with the competitive advantage of having Canada's largest investment firm and all of its resources at our fingertips. We are committed to maintaining outstanding client relationships. We provide our clients with a process and have patience to stay committed until success is achieved. We believe in excellence and have winnowed our business to include only those products and services that reflect our highest standards and to include only those clients that are committed to our disciplined process. Our primary source of new business is referral based.