Reach your goals with our financial dream team.

Our goal : ‘’To improve your quality of life while keeping your peace of mind.’’


Whether it is for your personal needs and those of your family members or for asset management solutions, retirement planning, tax planning or estate planning for you or your personal business and holding company, we're here to listen and give you the necessary solutions to develop, preserve and protect your family and corporate legacy.

The Racine-Marcotte Advisory Group is proud to be part of the RBC Wealth Management family. One of the ten most important wealth manager in the world, RBC Wealth Management directly serves affluent and high net worth clients in Canada, the United States, Latin America, Europe and Asia and provides asset management and trust products and services directly and through RBC partners and third-party distributors. RBC Wealth Management has more than C$535 billion of assets under administration and more than C$300 billion of assets under management.

We are the ''gate keepers'' of your assets, protecting them against market fluctuations, taxation, emotional decisions or other barriers that can damage your personal long term financial situation and that of your corporation.

 

Nathalie Racine

Nathalie Racine, FCSI, CIM

Senior Portfolio Manager

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Jim Allworth

Economic Lunch - Where do we go from here?

Nov 26, 2025 11:30 AM Eastern Standard Time - Nov 26, 2025 01:30 PM Eastern Standard Time
RBC 1 Place Ville Marie, Lavery Grand Hall, 35th floor, Montreal, QC

The Racine-Marcotte Advisory Group of RBC Dominion Securities cordially invites you to a presentation on the current capital markets.

With special guest speaker: Jim Allworth Co-Chair, GlobalPortfolio Advisory Committee, RBC Wealth Management

Jim will offer a compelling look at investment strategies for the markets. He’ll speak to today’s economic and demographic circumstances, explaining the options and opportunities available now and in the future.


Jim Allworth

Cocktail Soirée - Where do we go from here?

Nov 25, 2025 06:00 PM Eastern Standard Time - Nov 25, 2025 08:00 PM Eastern Standard Time
Restaurant Aya, 16977 Transcanadienne, Kirkland, QC

The Racine-Marcotte Advisory Group of RBC Dominion Securities cordially invites you to a presentation on the current capital markets.

With special guest speaker: Jim Allworth Co-Chair, GlobalPortfolio Advisory Committee, RBC Wealth Management

Jim will offer a compelling look at investment strategies for the markets. He’ll speak to today’s economic and demographic circumstances, explaining the options and opportunities available now and in the future.


A discussion on 'The Personal Pension Plan' : a progressive retirement planning strategy.

Oct 28, 2025 06:00 PM Eastern Daylight Time - Oct 28, 2025 08:00 PM Eastern Daylight Time
Restaurant La Sirène de la Mer 114 Dresden Ave. Mont Royal, Quebec

The power of growth on the dollars kept in your pension plan for years to come : have you ever wondered how public workers, firemen, policemen or employees of public utilities are able to get excellent pension income once at retirement?

Nathalie Racine will help explain how you or someone you know could benefit from the PPP : a copy paste of large pension plans, scaled for your corporation.


The Role of the Liquidator

Jun 10, 2025 06:00 PM Eastern Daylight Time - Jun 10, 2025 08:00 PM Eastern Daylight Time
Restaurant La Sirène de la Mer 114 Av Dresden Mont Royal, QC

What better time than a cocktail hour to discuss Estate Planning!

A complimentary education event hosted by the Racine-Marcotte Advisory Group of RBC Dominion Securities. There are many factors to consider when acting as a liquidator or when appointing a liquidator for your estate. Join us for this informative “6 to 8” session and learn crucial information about the duties, obligations and strategies to help guide you and your liquidator through the process. Attend with your liquidator, family member or friend who would benefit from this comprehensive presentation on the nature of a liquidator’s role.


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