Our Clients

Di Iorio Wealth Management of RBC Dominion Securities’ investment strategies are designed to free up time for individuals, families, businesses and other organizations from the burden of daily management.

We currently take on new clients including:

  • Individuals and corporations (subject to a minimum account size)
  • People who share our investment philosophy
  • People who want to delegate the day-to-day investment decisions to professionals
  • Successful and busy executives looking to enhance the growth of their wealth
  • Busy professionals who desire assistance with their assets
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of savings as they approach retirement
  • Well-established families seeking guidance transferring wealth to the next generation

Entrepreneurs & Technology

Over 50% of our clients are entrepreneurs, with strong representation from the Technology industry. Our team works particularly well with this type of clientele because we emulate many characteristics of startups in our approach to doing business.

Testimonials

"What Robert has supplied that others haven’t is boundless amount of personalization. He knows your goals, your history, your philosophy and customizes his approach to your wealth plan accordingly, giving you as an investor a better sense of where your money is being invested and the reasons why. And he also does something else I appreciate tremendously he keeps in regular contact with me in good times in the market and in bad."

– R. Poupada

"Robert has shown the ability to align his investment strategy with my risk tolerance and expected returns."

– F. Rana 

"Robert is able to explain his strategies in simple terms that are easy to understand. His exchange of knowledge and weekly updates give me confidence in my portfolio."

- D. Hall


Risk Tolerance Evaluation

If you would like to receive a complementary risk tolerance evaluation, please click here and we will be happy to work with you.

What Else Can Blockchain Do?

Dec 06, 2017 |Di Iorio Wealth Management
What Else Can Blockchain Do? By now we have all heard about Bitcoin, which seems to be dominating the financial headlines across the globe. While Bitcoin and other cryptocurrencies remains a divisive topic (see our previous blog post “Our Take on Bitcoin”)...
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Can Cannabis Give Your Portfolio a High?

Nov 14, 2017 |Di Iorio Wealth Management
Over the last couple of weeks we have noticed renewed interest in the Cannabis space. Much of this was triggered by Constellation Brands Inc. (STZ) disclosing on October 30th that the company was taking a 9.9% stake in Canopy Growth Corp. (WEED), who...
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Do Dividends Always Deliver?

Oct 19, 2017 |Di Iorio Wealth Management
A point that often comes up in our discussions with clients is whether we should only focus on investing in companies that pay dividends. This idea often comes from reading popular investing books, hearing about dividend investing in the media, and a...
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Our Take on Bitcoin

Sep 21, 2017 |Di Iorio Wealth Management
Welcome to Di Iorio Wealth Management’s new Behind the Numbers blog. Previously, we have distributed a quarterly newsletter under the same name, but in an effort to send out more regular and timely updates on various topics of interest, we have decided...
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