Sandler Wealth Management Group

Our Practice

The Sandler Wealth Management Group is an industry leading wealth advisory practice, with a sharp focus on client service, sage advice and conservative investing.  We specialize in working with families as well as business owners, charitable foundations and family offices. Our clients know that we are available at all times to discuss our outlook for the market or deal with administrative issues promptly.  We are proud to have client relationships that date back over forty-five years and span three generations of investment advisors, a level of continuity that allows us to know our clients and understand their needs. For the past decade, our group has been proud to be a part of RBC Dominion Securities Inc., where we are supported by the unparalleled resources and infrastructure of Canada’s largest wealth management firm.

Accountability

As discretionary Portfolio Managers at RBC Dominion Securities we are held to the highest industry standards. We welcome this responsibility and are fully accountable for the investment management and service we provide. Our clients know exactly who is responsible for the investments within their portfolio.

Transparency

Our clients know how much they pay us and the service they can expect to receive in return. Transparency is paramount in everything we do. Loyalty and trust are earned slowly over time; we work hard every day to strengthen our client relationships.

Wealth Planning

With financial success comes the need for thoughtful planning. Together with our tax and legal professionals we offer a full suite of financial and estate planning services. Many of Canada's most successful families trust us to structure and guide their entire wealth management strategy.