Recognized as one of the leading portfolio management teams in Western Canada, at Becker & Cheng Wealth Management of RBC Dominion Securities we provide a comprehensive range of wealth management services designed to your unique needs.

We provide the following comprehensive tangibles to our clients:

Banking, Financial, Tax, & Estate Management

  • Introduction to RBC Private Banking (High Net Worth Clients) & RBC Commercial Banking (Business Owners)
  • Comprehensive financial plan prepared and presented by a Chartered Accountant (CPA, CA)
  • Estate Plan Review undertaken by an in-house Lawyer (J.D.)
  • Risk Management review by an Estate Planning Specialist (CLU, CHS)

Investment Management

  • A relationship based on a legal fiduciary duty with a Portfolio Manager focused on risks before returns
    • Highest level of industry and professional designations
    • Professional code of conduct and legal requirement that puts clients interests ahead of own
      • We don't use or sell commission-based investment products so our advice is truly unbiased
  •  Disciplined pension-style investment management
    • Investment Policy Statement customized to your risk tolerance and time horizon
    • Risk management driven and actively-managed lower volatility income and growth committee-based investment management
      • Institutional Fixed Income (investment grade bonds & GICs)
      • Dividend growth global blue chip stocks
      • Low cost ETFs & Best in Class Institutional Multi Managers
  • Access to institutional platform
    • Research (RBC Capital Markets, JPMorgan, CPMS Morningstar, RBC GAM, S&P Capital IQ, NDR)
    • Institutional pricing, bulk trades, & foreign exchange rates
    • Ability to hedge the US dollar

Communication, Reporting, Meetings, & Events

  • Weekly Email Commentary on the markets & our investment strategy
  • Quarterly Letter & Performance Reporting
  • Semi-Annual Meeting & Portfolio Review 
  • Annual Comprehensive Tax Package for your Tax Accountant
  • Ongoing Family & Educational events
  • Charitable and Philanthropic causes supported

Tax-Deductible Fees

  • Full transparency of tax-deductible professional management fees which includes the following
    • Custody of your assets
    • Trading (no additional commissions or fees)
    • Institutional money management & access to independent research databases
    • Financial & Estate Plan
    • Estate Documents & Risk Management policies review