Alexander Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
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
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
Our team has invested a lot of thought and energy into structuring a business that is well-respected and innovative within the industry. With the Alexander Wealth Management Group, we take a holistic approach to the management of our clients' financial affairs. Rather than limiting our focus to only one aspect of their financial circumstance, we take a step back to see the whole picture, many times looking beyond the numbers and investments.
Through an open and consultative relationship, we are able to gather a detailed understanding of our clients' financial and life goals to develop a truly customized experience. This holistic experience is grounded in four areas: portfolio management, wealth and estate planning, administration, and client communication and education.
How we do it
Clients are given institutional-grade portfolio management, driven by their unique goals and objectives and backed by a detailed Investment Policy Statement. Alongside the portfolio, in-depth financial and estate planning is completed by our dedicated team of wealth management specialists and maintained to ensure action items are timely implemented. Behind the scenes, our team takes care of all account administration and provides a client service experience that is rooted in education, communication and feedback.
The strategies we develop evolve as clients travel through the many stages of life, but the structure and support we provide remains consistent. That's how we see wealth management.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.