AMB 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.
Located in Edmonton, Alberta, The AMB Wealth Management Group of RBC Dominion Securities has over 125 years of combined experience in the investment and wealth management industry. We will work with your existing network of advisors to ensure that your financial affairs are managed efficiently and help provide you with a comprehensive plan for your wealth.
Investment Solutions Designed for You
Nothing beats the reassurance and peace-of-mind that comes from being advised by a focused, empathetic team working in an unhurried, informal and relaxed ‘family office’ environment.
Strategic Wealth Management
AMB Wealth Management is a team of seasoned, multi-disciplinary investment advisors.
We embrace a comprehensive approach to wealth accumulation, a rigorous yet easy-to-understand and completely transparent process with one objective…
We give our clients the freedom to focus their time and resources on the people and priorities they consider most important.
Discovery
We initiate an in-depth exploration of your individual needs, goals and circumstances to help establish your financial objectives, immediate and long-term.
Strategy
We analyze your financial and personal information in order to fulfill your stated objectives with smart, time-tested strategies. These strategies take into account your unique needs, time horizon, and tolerance for risk.
Solutions
We develop thoughtful and creative solutions tailored to your specific objectives. We draw from a wide selection of world-class investments, financial products and specialist services to help us build and manage your personal portfolio.
Working with economists, portfolio strategists and research analysts from various parts of RBC Dominion Securities, we ensure that our recommendations are carefully constructed and completely comprehensive.
Service
We review your investment performance and asset accumulation strategy with you regularly to discuss appropriate changes necessary to keep you on track.
As part of that process you will receive monthly account statements, quarterly summaries, and a comprehensive tax package to ensure that you are always kept informed of your progress.
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.