Who We Are

Exceptionally empathetic, and supported by the combined experience of 70 years in investment management, we have a proven track record of building long-term partnerships with our clients. Being part of RBC Dominion Securities – Canada’s largest wealth management firm – gives the clients of Pierce Fox Wealth Management three important competitive advantages:

  1. Direct personal contact with a responsive, multi-disciplinary and motivated team.

  2. A relationship whose clear and open cost structure is such that your success defines their success.

  3. Access, through the group, to expertise only a major financial institution can offer.

What counts most is what our clients say about us: that we’re honest, we care, and our work with them communicates a strong sense of shared objectives. That, we believe, is how we successfully sustain loyal and durable client relationships.

Sandra L. Pierce

Senior Portfolio Manager

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Dennis H. Fox, B.Comm.

Vice-President & Portfolio Manager

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Shiran Hudadatov

Associate

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Who We Advise

Our clients include high net worth individuals, families, senior executives, medical and legal professionals, business owners, retirees, trusts and foundations. In situations where a particular client has other advisors, we will gladly collaborate with them.

Our Network

Our work is supported through RBC Dominion Securities by an exceptional network of financial and tax planning specialists. You will have access to innovative and proven strategies: from financial plans and tax minimization, to will and estate planning.

These powerful partnerships enable us to offer our clients access – where appropriate – to a formidable range of additional specialized services with both national and global reach.