Aleem Israel Wealth Management of RBC Dominion Securities
Helping clients thrive and communities prosper
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Growing wealth. Growing communities.
At Aleem Israel Wealth Management Group, we are deeply committed to fostering thriving communities. We believe that building a stronger future starts with empowering individuals, families, and local organizations through thoughtful partnership and impactful action.
Our team actively supports initiatives that promote financial literacy, economic inclusion, and community resilience. We strive to create lasting value beyond wealth management. By aligning our efforts with RBC’s broader commitment to sustainability and equitable growth, we aim to be a trusted partner in driving positive change across the regions we serve.
Markham Stouffville Hospital Foundation
As a community member whose family has directly benefited from the exceptional care at Markham Stouffville Hospital, giving back to its Foundation is both a personal expression of gratitude and a commitment to ensuring that future families receive the same high-quality care.
Food Banks Canada
Our team is proud to partner with Food Banks Canada to address food insecurity. Through strategic funding, employee volunteerism, and amplified community support, we’re helping to strengthen food bank networks in the communities we serve across Canada. Together, we’re advancing Food Banks Canada’s mission to create a hunger-free nation - one community at a time.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Business Owner's Guide
Ten key decisions for business owners on growth, succession, and wealth planning
Estate Planning Guide
How planning for tomorrow – today – can help your estate aspirations
Financial Planning Facts
Comprehensive list of key information: deadlines, contribution limits, and tax facts
Tax Reporting Guide
Summary of important dates and tax information required for your annual return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.