Talent builds a portfolio, teamwork builds wealth

If you’ve been searching for wealth advice, you’re probably wondering, “With management that comes in all sorts of shapes, sizes and styles, how do I decide who to trust with my financial future?” It’s a difficult question, and a critical one.

The Harbour Group of RBC Dominion Securities has over 100 combined years of wealth and investment management through multiple economic cycles, as well as the experience, expertise, and network to solve your distinct wants and needs. That said, we’re certainly not the only team that offers advice backed by experience. Nor is this the principal reason why our clients – business owners, charitable foundations, high-net-worth families, and more – trust us with their financial ambitions.

There’s a much more important question you can ask to separate the bow from the stern, “Whose approach and purpose is most aligned with my values and goals?” Here’s ours:

To challenge one another, every single day, to generate the best and most sensible wealth solutions, so we can help you navigate the complexities of managing your wealth.

This statement acts as our “true north.” It’s how we build and protect your wealth – as a team that challenges and collaborates for our clients, every single day.

What makes us different, makes your portfolio stronger

There’s a fundamental concept when it comes to building a portfolio: “The whole is greater than the sum of its parts.”

Different assets have different strengths and tend to do well at different times. By combining investments with distinct strengths instead of investments that all behave the same way, we can reduce risk while enhancing returns. And this concept isn’t exclusive to portfolio construction, but also in building a team.

We were founded in 2000 under the belief that a team – of accomplished investment advisors and wealth professionals with complementary strengths, shared passion, and the same mission – is a fundamentally better way to service clients and build their wealth.

When you cherish working together around a collective goal – building and preserving our clients’ wealth – you can challenge each other’s ideas, share responsibility in the outcome, and collaborate openly. The end result: the most prudent and exceptional investment, wealth, and service solutions rise to the top.

Meet our team

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