Wealth Management with a Difference


Whether you are already one of our clients, or you are a prospective client seeking a new investment advisor, we thank you for considering RBC Wealth Management-Dominion Securities. Our team of wealth management professionals bring you an established reputation of trust, integrity, and superior client service. Backed by a myriad of top notch experts, you can rest assured that your finances will be effectively managed.
 
In addition to the vast array of investment products, solutions and services we provide, we also pleased to be able to offer you a number of value-added services, many of which are complimentary for our clients.
These services include:
  • Integration of your investment plan with your other professional service providers, including your lawyer or accountant 
  • Access to Financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
  • Will and estate planning consultations through our in house accredited Will and Estate Consultants
  • Registered estate processing, tax reporting and T3 return
  • Estate tax planning, including multiple and contingent beneficiary designations
  • Insurance consulting on individual life, health, segregated fund & annuity solutions
  • Annual consolidated tax reporting, including dispositions with book costs
  • Research into old certificates/investments for current status and value
  • Research, commentary and information on specific holdings, markets, or economies 
  • Online integration of your RBC investment and bank accounts for consolidated viewing
  • Margin accounts or tri-party pledge accounts for leveraged investing 
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals
  • Electronic Funds Transfer (EFT) capabilities  
  • Self-directed RESPs and formal trusts for educational purposes & income splitting
  • Introduction to a full suite of RBC Financial Group partners if needed for personal, business and private banking; mortgage services; insurance; direct investing; trust services and more.  
With over C$217 billion in assets under administration, RBC Dominion Securities is the Canadian leader in wealth management for high net worth investors.  
 
On my website, you will find current information that will allow you to receive a better understanding of who we are, what our comprehensive wealth management process is, and how it may help you attain and maintain your personal financial goals. Please do not ever hesitate to contact us. We always appreciate your feedback, and would enjoy the opportunity to address your questions, arrange a confidential consultation, or simply further discuss our process and how we may serve and work together with you to meet all of your Wealth Management needs.
 
 

 

Important notices