High-net-worth individuals and their families face complicated financial decisions and require sophisticated advice and solutions. By streamlining your financial affairs we act as your personal CFO, and enable you to take more control of your financial future.
Together with your investment advisor our Wealth Management services team will work one-on-one with you, drawing upon the full resources of RBC, to create individually tailored wealth management plans for you and your family.
Be proactive. Plan ahead. Give yourself the satisfaction of knowing that you used every resource available to map out your financial future, protect your lifestyle and achieve your goals.
Our Wealth Management Team
Will & Estate Consultant, Wealth Management Services
A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.
Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.
Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.
Donald is also very active in his community where he is involved with a number of charitable organizations.
Financial Planning Specialist
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients. Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning. Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients. In appreciation of your valued business relationship with us, your advisor is pleased to offer you comprehensive financial planning with Doreen. RBC’s comprehensive financial planning approach addresses your issues and concerns and helps to clarify your objectives. Your analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Estate Planning Specialist
James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions. James can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, James has access to insurance solutions from the top-ranked insurance providers in Canada. James began his career in the insurance industry in 1998 and is an expert in his field. He is pursuing several professional financial services designations.
Financial Planning Consultant
Jeff has a career of over 20 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families.
Jeff’s role along with your Portfolio Manager, is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
COMPREHENSIVE FINANCIAL PLANNING
In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Jeff Schultz. RBC Dominion Securities’ comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.