What can professional wealth management do for you? 

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family, or your business, we provide the professional advice you need, from start to finish. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Start with a plan.

A written financial plan is the roadmap of all sound wealth management strategies. It reminds us of where we have been, provides clarity during times of uncertainty, and guides us firmly towards achieving your goals.

A portfolio built for you.

Once a plan is in place we will craft a custom portfolio that fits your unique circumstances and aligns with your goals.

Custom wealth solutions at RBC Dominion Securities.

We have access to some of the world's best experts and investment managers to help grow and protect your wealth. Since 1901, RBC Dominion Securities has tackled the specific challenges faced by Canada's most successful individuals and families.

We have access to unique perspectives through our vast network of financial planning specialists, will and estate consultants, insurance specialists, business owner planning specialists, and high net worth planning specialists.

Our advice and services go far beyond just investment management to ensure you and your family achieve financial well-being and peace of mind.

Contact Greg Bruns today by phone (905-841-1626) or by email at greg.bruns@rbc.com to schedule a complimentary second opinion on your financial plan, investments, or to discuss any specific investment or insurance related questions.

RBC Family Office Services: Our approach

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.

Greg Bruns Headshot

Greg Bruns

Wealth Advisor

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Complimentary Second Opinion

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Succession Planning for Secondary Properties: Income Properties, Cottages, and More

May 14, 2024 06:30 PM Eastern Daylight Time - May 14, 2024 08:30 PM Eastern Daylight Time
RBC Dominion Securities Newmarket 17120 Leslie Street, Suite 200 Newmarket, Ontario

Please join Greg and his guest speaker, Ryan Cons, lawyer with Sondhi Defence, for an evening focused on succession and estate planning matters related to real estate. Whether it is an investment property or vacation home, there are practical, financial, and taxation considerations to address for any families looking to pass ownership to future generations.

 

6:30 p.m. - Doors

7:00 - Presentation

8:00 - Question Period

 

Light refreshments will be served.

 

Space is limited, so please email greg.bruns@rbc.com to reserve your spot today.

 


Legacy Planning: Estate Planning for Beneficiaries with Disabilities

Mar 26, 2024 06:30 PM Eastern Daylight Time - Mar 26, 2024 08:30 PM Eastern Daylight Time
Community Living Central York 575 Penrose St Newmarket, Ontario

Join Greg and his guest speaker, Jennifer Wan, from RBC Royal Trust, as they share strategies available to families looking to support loved-ones with disabilities now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.
 

This in-person event will take place at Community Living Central York located in Newmarket. Light refreshments will be served.

 

Space is limited, so please RSVP to reserve your spot today.


Legacy Planning Part 3: Estate Planning

Jan 16, 2024 07:00 PM Eastern Standard Time - Jan 16, 2024 08:30 PM Eastern Standard Time
Virtual Seminar Your City, Your Province

In part three if this three-part-series, Greg will be joined by Randall Craig, Regional Trust Advisor with Royal Trust, as they share strategies available to families looking to solidify their estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.

 

We will review best practices for preparing your affairs, identify common pitfalls, and share some strategies to ensure your goals and wishes are met. Randall will also share more about the services offered by Royal Trust and how those services can streamline estate settlement and stewardship for your family.

 

Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.


Legacy Planning Part 2: Charitable Strategies

Nov 16, 2023 07:00 PM Eastern Standard Time - Nov 16, 2023 08:30 PM Eastern Standard Time
Virtual Seminar Your City, Your Province

In part two if this three-part-series, Greg will share strategies available to families looking to include charitable giving as part of their financial and tax plan now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for causes you care about, while integrating the plan in a tax-efficient manner with your family's current affairs.

 

We will review some of the many unique opportunities available including the donation of securities, charitable gift funds, and opportunities with insurance including beneficiary designation and donation of proceeds.

 

Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.

 

Legacy Planning Part 3: Estate Planning will follow on Tuesday, January 16, 2024.


Harness Digital Technology and Transform Your Business with the Canadian Digital Adoption Program (CDAP)

Nov 07, 2023 07:00 PM Eastern Standard Time - Nov 07, 2023 08:00 PM Eastern Standard Time
Virtual Seminar Your City, Your Province

Join myself and my guest speaker, MNP Digital’s Soumya Ghosh, to learn about CDAP, associated funding opportunities, and how it has made a difference for businesses like yours.

 

To stay competitive and grow, businesses need to do everything they can to streamline their operations, elevate their sales and marketing efforts, and take advantage of opportunities for improvement. Canada’s Digital Adoption Program (CDAP) could help.

Through the Boost Your Business Technology grant, successful applicants can access up to $15,000 to retain an MNP Digital advisor and offset the costs of planning their transformation journey.


Legacy Planning Part 1: Ensuring your loved-one is always supported

Oct 11, 2023 07:00 PM Eastern Daylight Time - Oct 11, 2023 08:29 PM Eastern Daylight Time
Virtual Seminar Your City, Your Province

In part one if this three-part-series, Greg will be joined by Randall Craig, Regional Trust Advisor with Royal Trust, as they share strategies available to families looking to support loved-ones with disabilities now, as well as part of the family estate and legacy planning process. Learn how best to structure your future plans to maximize the benefit for your loved-ones, while integrating the plan in a tax-efficient manner with your family's current affairs.

 

We will review some of the many unique opportunities available including Registered Disability Savings Plans (RDSPs), Henson Trusts, and Qualified Disability Trusts.

 

Following the session we encourage you to reach out and schedule a complimentary second opinion on your financial and legacy plan, and to discuss your specific goals and strategies that may be appropriate for you and your family.

 

Legacy Planning Part 2: Charitable Strategies will follow on Thursday, November 9, 2023

Legacy Planning Part 3: Estate Planning will follow on Tuesday, January 16, 2024.


Professional Corporations and Other Wealth Strategies for Healthcare Professionals

Oct 03, 2023 07:00 PM Eastern Daylight Time - Oct 03, 2023 08:30 PM Eastern Daylight Time
Virtual Seminar Your City, Your Province

Greg will share learnings from his experience working with healthcare professionals and share unique strategies that are available to them. He will be joined by Jonathan Katz, CPA, CA, who will add an accounting and taxation lens to the conversation. 

 

Topics will include professional corporations, structuring clinic ownership, uses of retained earnings, insurance, and salary vs dividend payment from your corporation.

 

The rules for each college are specific, however the same general strategies are available to doctors, dentists, pharmacists, optometrists, physiotherapists, psychologists, veterinarians, and other regulated health professionals.