The Largest Boutique Firm in the World
Dedicated to providing the highest-quality advice, service and investments to our clients, Robertson Wealth Management of RBC Dominion Securities maintains exceptional standards of boutique-style wealth management while drawing on the resources and global capability of RBC Dominion Securities and RBC.
Areas of Specialty
Jump to our areas of specialty:
North America's Premier Wealth Management Group for High-Net-Worth Clients*
Investment management is just one key part of a well-rounded wealth plan. To that end, we also offer complimentary financial plans and wealth consultations through our RBC Wealth Management Services team – the largest of its kind in North America – as it pertains to high-net-worth clients, organizations and businesses with $5 million or more.
Strategic Tax-Minimization Review
Working with our in-house tax specialists, we can review the effectiveness of particular investment strategies that may minimize or mitigate taxes, including powerful family income-splitting strategies such as the Family Trust and Spousal Loan Strategy.
Financial Planning
We can provide a core financial plan suitable for most situations or, for more complex situations, an in-depth financial plan that leaves no stone unturned.
Will & Estate Consultation
To ease the transition of complex, high-value estates, a professional Will & Estate Consultant provides information on efficient and tax-effective estate structuring. Following the consultation, a report outlining various estate-planning opportunities will be provided to explore in further detail, and potentially implement, with legal counsel (referrals available).
Estate Planning Assessment
A highly qualified Estate Planning Specialist assesses the need and suitability of tax-exempt insurance products to help create and enhance wealth, both today and in the future.
In-Depth Global Economic & Market Perspective*
Clients benefit from a global team of equity research analysts, fixed-income traders, portfolio strategists and economists whose purview includes capital markets research from several leading firms:
RBC Capital Markets provides extensive North American coverage, augmented by specialized teams in Europe, the Middle East and Asia, based on its three research pillars:
Fundamental, Quantitative and Technical (Trend & Cycle)
Veritas, an independent third-party research firm with no trading or investment banking divisions, provides in-depth research exclusively to RBC Dominion Securities
Leading U.S. investment firms like Standard & Poor's offer coverage of thousands of companies around the world
It also includes a practical framework for portfolio management from the RBC Investment Strategy Committee. This leading strategy group is comprised of RBC senior economists, portfolio strategists and research analysts. After considering investment research and economic analysis, the Strategy Committee makes recommendations on portfolio structure for the coming 12 months, including:
- The optimal mix of stocks, bonds and cash
- Suggested terms for fixed-income investments
- A "focus list" of top-ranked Canadian stocks collectively expected to outperform the benchmark TSX
In addition, our dedicated Portfolio Advisory Group, consisting of equity, fixed-income and structured product specialists, provides portfolio ideas and recommendations that augment our own.
Direct Access to Fixed-Income & Money Markets*
Through Robertson Wealth Management of RBC Dominion Securities, clients have access to the deepest and broadest selection of secure money market and fixed-income investments in Canada. RBC is a leader in all areas of the fixed-income and money markets, including virtually every Triple-A rated and R1 debt instrument in the market.
Fixed Income
Canada's leader by overall market share with approximately 20%
Canada's corporate bond leader by market share with 25% – nearly double that of our closest competitor
#1 or #2 rank in Canadian, corporate and municipal bonds
Maintain prices for over 10,000 fixed-income securities on a regular basis
Money Markets
- One of Canada's leading money market dealers
- Daily T-bill trading volumes average over $4 billion
- Holds 25% of the Canadian market for corporate commercial paper
- Market dealer in 95% (79 of 83) of current active commercial paper programs
The RBC Dominion Securities Fixed Income Desk assists with trade execution on large or complex transactions, sources product and develops new products. The desk also includes portfolio advisors who provide market commentary, credit and interest rate analysis and advice on portfolio structure in addition to our own.
