Disciplined Wealth Management Process

We use a disciplined five-step process to help you achieve your goals.
  1. Introduction: We will introduce you to the wealth management services we provide, not just during our first meeting, but on an ongoing basis as your needs evolve and new services become available. 
  2. Discovery: Together we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
  3. Strategy: Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.
  4. Solutions: We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  5. Service: We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.

Contact us today to learn more about our approach and how we can help you and your family. 

Building your wealth... and your confidence

At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC.

RBC Dominion Securities1 

  • Canada’s leading full-service wealth management firm2 with over $425 billion in assets under care

  • Established in 1901

  • Nearly 2,000 Investment Advisors in 160 branches in communities across Canada

  • Over 500,000 clients worldwide 

  • One of Canada’s largest discretionary managers with $170 billion in assets under management

  • Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms

  • Clients’ accounts protected by the Canadian Investor Protection Fund (CIPF) within specified limits (a brochure describing the nature of limits of coverage available upon request)

  • #1 overall bank-owned investment firm as ranked by advisors (2022 Investment Executive Brokerage Report Card)

  • A member company of RBC Wealth Management

RBC Wealth Management3 

  • Over US$1.38 trillion in assets under administration and more than US$992 billion in assets under management

  • Recognized as the “Best Private Bank” in Canada (The Banker/PWM – Global Private Banking Awards 2022)

  • Named “Outstanding Global Private Bank” in North America (Private Banker International Global Wealth Awards 2022)

  • Recognized as “Best Bank for Sustainability and ESG Thought Leadership” globally (WealthBriefing Wealth for Good Awards 2022)

RBC Royal Bank3

  • Canada’s largest bank by assets and market capitalization, with broad leadership in financial services

  • A top 10 bank globally based on market capitalization, with operations in 29 countries

  • 95,000+ employees serving more than 17 million clients worldwide

  • Strong credit ratings: Aa1 (Moody’s), AA- (S&P), AA (Fitch), AA (high) (DBRS)6

Top Global Wealth Managers in page

1Financial information as of October 31, 2022. 2Retail Brokerage and Distribution Canada–Quarterly Update, Investor Economics (Fall 2022). 3Financial information as of October 31, 2022. 4Top 25 Global Wealth Management Firms Market Monitor, Aite-Novarica Group (2021). 5S&P Global Market Intelligence, as of April 11, 2022. 6November 29, 2022. Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2022 RBC Dominion Securities Inc. All rights reserved.