For over twenty years, the Pringle Group of RBC Dominion Securities has enriched the lives of our clients and their families by inspiring optimism and building their wealth with expert advice as sincere as it is matter-of-fact. Our team of portfolio managers spans three generations and has over 65 years of building wealth and relationships.
We believe our sincere and no-nonsense rapport with clients has helped us become one of the leading Advisor teams in Canada, but more importantly, it has helped our clients and their families protect and build their wealth while feeling confident that they are in experienced hands.
Whether you’re a business owner, charitable foundation or high-net-worth individual, we’ll help you reach your wealth aspirations with a full spectrum of wealth and investing solutions.
If you would like to learn more about how the Pringle Group can help you on your wealth journey, please don’t hesitate to contact us to set up a complimentary review.
Our approach
Relationship first
Our duo of CFA portfolio managers – Caroline and Bill – answer their own phones and are always happy to help clients with whatever it is they need. Establishing a direct professional relationship between client and Portfolio Manager is integral to the Pringle Group offering. Open communication informs us of your wants and needs as they evolve, so we know exactly how to adjust your investments and which wealth solutions are suitable for your wealth goals. Meet our team
Advisor-managed quality investing
As a client of Pringle Group, you remain actively involved in setting your wealth objectives and comfort level with risk while our team takes care of the day-to-day tactical decisions – tailoring our portfolio management and financial counsel to your unique needs.
‘We invest in high-quality, well-priced stocks and bonds that have been carefully researched and selected by our team of CFAs. We actively adjust our clients’ asset allocations to align with our outlook for the economy and markets, reducing risk as needed during turbulent times. This quality focus and active asset allocation process helps to protect our clients' capital and grow their wealth over time.’
Comprehensive wealth management solutions
Investing is a fundamental piece of the wealth puzzle, though, it’s only one part. Reaching your goals often requires a blend of strategies to minimize taxation, provide sufficient retirement income, safeguard your wealth, and provide for the effective transition of assets between generations.
In order to provide you and your family integrated wealth management solutions, we’ve partnered with a team of financial, taxation, insurance, banking and legal professionals to uncover opportunities, create a plan, and, ultimately, help you reach your goals.
Leveraging Canada's most respected corporation
As part of the RBC Financial Group, Pringle Group has access to an array of insights, analysis and smart technology. We’re also part of a large network of professionals – economists, wealth management specialists, analysts and more – who assist us in creating tailor-made solutions for you and your family.
