1. Strength and Stability 

Our clients have the confidence and security of working with Canadas leading wealth management firm RBC Dominion Securities. Over 400,000 clients worldwide trust us to manage over $230 Billion in assets through ever changing market cycles.

2. Our Process

We listen to you.  We have an integrated wealth management process where we seek first to understand your individual circumstances before we provide any insight or advice. Your financial journey is unique to you, we will guide you through a clear and defined investment process.

3. Investment Strategy

Our investment discipline and expertise are ground in decades of academic research and we are always updating our insight with evolving market conditions and information. With a deep understanding of global markets, our strategies can provide diversification benefits to provide enhanced portfolio returns while managing risk.

4. Service and Communication

We believe communication is vital to a successful long-term relationship. Clients have a clear understanding of frequency of portfolio reviews and follow up and we welcome all feedback in making sure that their experience with us exceeds expectations.

5. Trust

In putting clients needs first and being open and upfront about all aspects of our relationship from servicing to costs, we foster long term relationships with families that span generations. When our clients sell a business, retire or plan for the future they count on us to navigate the way.

Our clients find certainty in our experience and trust our expertise. We have their best interests in mind and are committed to fostering and maintaining long term relationships. 

To learn more about the team of experts behind our academic approach click here.