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.
It All Starts With You
Building lasting wealth takes more than good instincts. It takes a structured approach built around you.
Getting to Know You
Every relationship starts with a genuine conversation about what matters most to you. We take the time to understand your goals, your timeline, and your definition of success.
Designing Your Investment Plan
We develop a personalized Investment Policy Statement that serves as the foundation for every decision we make. This document defines your return objectives, risk tolerance, liquidity needs, and any values you want reflected in your portfolio. It is your financial blueprint, built with you and managed by us.
Building and Implementing Your Portfolio
Drawing on RBC's research, proprietary tools, and global investment access, we construct a diversified portfolio tailored to your Investment Policy Statement. We select from equities, fixed income, alternatives, and structured products to optimize your risk-adjusted returns. Every position is chosen with intention, balancing near-term opportunity with long-term capital preservation. Tax efficiency is embedded throughout, not treated as an afterthought.
Monitoring, Reviewing, and Evolving
Markets shift and life changes, and your financial plan needs to keep pace with both. We conduct regular portfolio reviews and make targeted adjustments where necessary. We keep you informed of meaningful market developments, positioning changes, and planning opportunities relevant to your situation. As your needs evolve through career transitions, business exits, or retirement, we recalibrate your strategy accordingly. Our commitment does not end at implementation. It deepens as we grow alongside you and your family.
Our Clients
Our goal is to become your family's trusted financial partner, guiding you through each stage of your financial journey. We serve a range of clients from varied backgrounds who are looking for an expert level of care and personal attention.
Individuals & Families
Individuals navigating life-altering transitions such as divorce, retirement, or the loss of a loved one, and families focused on building and sustaining wealth across generations.
Business Owners
Business owners and entrepreneurs looking to diversify their wealth and seeking guidance on succession planning, building a well-funded retirement, and securing an equitable estate.
Retirees
Canadians approaching or living in retirement who are looking for ways to grow their investment income so they can enjoy life today while preserving capital for the future.
Corporations & Non-Profits
Corporations, non-profits, and charitable organizations seeking assistance to manage capital funds, gift of stock accounts, and bequests to maximize the impact of their operations.
Professionals & Executives
Professionals including doctors, lawyers, accountants, engineers, and executives who are looking to free their time to focus on their careers while their wealth is expertly managed.
Investors Seeking a Change
Investors, often referred by an existing client or trusted professional, who are seeking a meaningful change and a fresh perspective from their current investment advisor relationship.
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.
Client Testimonials
What clients have to say about us
"Over the years, my family has built a deep and trusting relationship with Aleem. He invests the time to understand our personal and business needs."
– Di J.
"When we sold our business, Aleem and his RBC team provided a financial plan and roadmap to show us where we were headed as we entered a new stage of our lives."
– Frank and Nedy
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.