Welcome to The Beiles Group of RBC Dominion Securities. For over 20 years, we have built our practice around our core values of honesty, integrity and due diligence. We offer full service wealth management solutions to high net worth households and businesses. Our superior performance can be attributed to our intricate team structure, efficient communication channels and leveraging the use of best in-class tools offered by RBC Dominion Securities.

 

Our core functions engulf the following: 

1. Analyzing your profile and constructing a suitable investment management module for you and your household.

2. Layering your investment module with tax efficient strategies; so you know your investments are working hard for you.

3. Retirement planning and financial projections to ease your mind on attaining your financial goals.

4. A retirement plan that would integrate all of your assets and is tailored to fit your individual needs and preferences.

5. A succession plan to avoid painful tax burdens when passing on your treasured cottage, estate and assets.

 

With the help of our industry leading partners at RBC Wealth Management, we are able to extend our offering to the following: 

1. Estate planning

2. Legacy planning 

3. Insurance needs for individuals and businesses

4. Capital markets solutions through our Mid-Market Mergers and Acquisition team for your business.

 

To book an appointment today, contact Robert Beiles at (416) 974-2924

 

Recent Posts

Positioning for inflation shocks

Positioning for inflation shocks

Feb 16, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

Feb 14, 2024 | Robert Hogue

It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have...

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

Feb 08, 2024 | Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

Read more

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