Building your wealth – and your confidence


At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC, Canada’s leading financial institution by assets under management.

As one of the world’s top wealth managers, RBC Wealth Management has a global team of experts in areas like financial planning, investment management, estate and trust services and private banking.


Vital stats

RBC Dominion Securities1

  • Canada’s leading full-service wealth management firm with C$305 billion in assets under administration
  • Established in 1901
  • Over 1,700 Investment Advisors in 160 branches in communities across Canada
  • 420,000 clients worldwide
  • One of Canada’s largest discretionary managers with C$100 billion in assets under management
  • Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms
  • Customers’ accounts are protected by the Canadian Investor Protection Fund (CIPF) within specified limits; a brochure describing the nature of limits of coverage is available upon request
  • #1 overall bank-owned investment firm as ranked by advisors (2017 Investment Executive Brokerage Report Card)
  • A member company of RBC Wealth Management

RBC Wealth Management2

  • Over C$930 billion in assets under administration and more than C$600 billion in assets under management
  • Ranked best private banking services overall for 10 consecutive years (2008-2017 Euromoney Private Banking and Wealth Management Survey)
  • Recognized as the world’s fifth largest wealth manager in Scorpio Partnership’s Global Private Banking KPI Benchmark 2016 survey, as part of RBC Royal Bank

RBC Royal Bank2

  • ​​​Canada’s largest bank by assets and market capitalization, with broad leadership in financial services
  • A top 15 bank globally based on market capitalization, with operations in 37 countries
  • Approximately 80,000 full- and part-time employees serving more than 16 million clients worldwide
  • Strong credit ratings in volatile markets: Moody’s A1-, S&P AA-, Fitch AA-, DBRS AA-

 

A team-based approach to managing your wealth

As a client of RBC Dominion Securities, you have access to a wide range of RBC Wealth Management services through your dedicated Investment Advisor, who works with an extended team of tax, legal, financial and investment professionals, including:

  • Financial Planning Specialists to help develop your tailor-made financial plan
  • Estate Planning Specialists who provide advice on insurance, disability and other estate protection solutions
  • Estate and Trust Advisors providing guidance on Wills, Powers of Attorney and other estate planning strategies
  • High Net Worth Planning Specialists who advise clients with above average financial assets on matters specific to their situation
  • Business Owner Specialists dedicated to wealth planning for business owners

Additionally, through our partners at RBC you have access to a full range of financial services, including personal and business banking and Private Banking.

 

1 Financial information is as of June 30, 2017.  2 Financial information as of April 30, 2017.  3 Scorpio Partnership’s Global Private Banking KPI Benchmark 2016.  4 Bloomberg, July 13, 2017.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.