Financial simplicity is the ultimate sophistication.
As part of Canada’s leading investment firm, our team is equipped to simplify your increasingly complex wealth needs. By understanding your goals and applying our technical expertise, we will build a coordinated, personalized wealth strategy that gives you and your family financial confidence for generations to come.
wealth management
Values-based. Goals-focused.
From the simplest of wealth needs to the most complex financial affairs, our approach to wealth management remains values-based and goals-focused. In order to mitigate risk and capitalize on opportunities to grow your wealth, we abide by three principles unique to our team.
one
Establish your goals first
We believe in forming meaningful relationships with our clients to establish their goals before we can offer advice. It’s our way of showing that you’re in control and that you have our utmost respect.
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Ensure solutions are always tax-smart
With our very own Trevor Hodgins having worked as a Chartered Professional Accountant prior to joining RBC Dominion Securities, we understand the complexities of taxes and the ways in which a tax-smart strategy can greatly impact your overall financial well-being and net worth. It’s our promise to you to never cut corners.
three
Simplify, coordinate, and consolidate
We know how complicated your finances can become. It’s our aim to simplify your financial life through proven, time-tested strategies that are multifaceted, comprehensive, and well-rounded.
What does a comprehensive wealth management strategy include?
Our team and financial partners work together to deliver:
Financial planning
We help you clarify your financial goals, create a comprehensive net-worth statement, and recommend planning strategies tailored to your situation.
Investing
We custom-design your portfolio based on your needs for income, growth, and security, diversify your investments to manage risk and achieve your return objectives, and review and rebalance your portfolio on an ongoing basis.
Tax planning
In consultation with your tax advisors, we help you identify tax-minimizing strategies that can protect your wealth, enhance your after-tax retirement funds, and minimize estate taxes.
Retirement planning
We help you maximize retirement savings and income, coordinate your transition into retirement, and assist with business succession planning.
Education
We assist with tax-advantaged strategies to help fund a family member's education.
Credit and lending
We can introduce you to an RBC banker to assist with cash flow management, personal credit and lending needs, and business financing and leasing options.
Insurance planning
We help protect your financial security, enhance your after-tax wealth, and minimize the impact of estate taxes through strategic insurance planning.
Estate and legacy planning
We identify opportunities to protect your estate for your family, help simplify estate settlement, and help you create an enduring family legacy.
investments
Our 3-step investment approach.
By combining our own expert knowledge in investment strategy and tax-smart planning with our extended team of portfolio advisors, we implement a three-step approach specifically designed to protect and grow your wealth efficiently and effectively.
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Leverage insights from RBC’s leading investment specialists
The RBC Dominion Securities Portfolio Advisory Group is a team of highly specialized portfolio advisors offering independent, objective, and world-class global asset recommendations exclusively to RBC Dominion Securities advisors. By tapping into their research, analysis, and recommendations, our team can ensure your investments are properly positioned, that opportunities to build long-term wealth are capitalized on, and that your investable assets are maximized.
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Customize advice according to your goals
In every piece of investment advice we provide, your goals serve as our guide. After attaining recommendations from the Portfolio Advisory Group, we take a comprehensive, big-picture view of your finances in order to appropriately customize your portfolio according to your needs and risk tolerance, always implementing a long-term, diversified approach.
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Ensure all investments are tax-smart
With our team’s extensive background in tax-smart investment planning, execution, and monitoring partnered with Trevor Hodgins’s former work as a Chartered Professional Accountant, our team expertly enacts proven strategies to ensure maximum tax efficiency of your investment portfolio.
Putting you first with a team approach
As part of RBC at large, Ansari & Hodgins Group – Private Wealth Management has access to the best minds and resources in the industry.
One of the world's largest banks by market capitalization
As one of the leading diversified financial services companies in North America, RBC serves more than 17 million clients with offices in Canada, U.S., and 27 other countries.
One of Canada’s leading investment firms
RBC Dominion Securities has provided professional wealth management services since 1901 to a wide range of affluent clients with complex financial needs.
One of Canada’s largest portfolio advisory teams
Our highly equipped portfolio advisory team focuses on providing advisors with independent and objective investment advice, as well as thought leadership on asset class, investment themes, and portfolio management.
One of RBC’s leading investment practices
We focus on providing full-service wealth management advice backed by an extended team of RBC professionals with expertise in a wide range of wealth disciplines.
who we are
Complementary skill sets. Collaborative mindsets.
Ahsen Ansari and Trevor Hodgins are a true representation of the power of partnership. Both boasting an entrepreneurial spirit, strong work ethic, and successful careers as leaders of their respective investment practices, they share complementary skill sets and collaborative mindsets, which led them to found Ansari & Hodgins Group – Private Wealth Management of RBC Dominion Securities. Together, with their technical expertise and business acumen, combined with a client-first approach, they offer a values-based and goals-focused strategy to address their clients’ every financial need.
Ahsen Ansari
Trevor Hodgins
Hamin Lim
Lauren Shao
Anna Wan
Danaesha Parmar
WHO WE HELP
A wide range of solutions for a wide range of clients.
At Ansari & Hodgins Group – Private Wealth Management, we pride ourselves on actively partnering with various clients looking to streamline their financial affairs and simplify their lives. Whatever you’re looking for, we have the expertise to drive tailored solutions and partner with a wide range of RBC professionals to deliver them.
Executives and professionals
Whether you’re a leader in your industry or are quickly becoming one, your personal goals require a level of time and effort that your financially complex situation can interfere with. Our team is dedicated to providing the freedom you need to focus on what matters most to you.
Business owners and entrepreneurs
Starting and running a business comes with countless opportunities that requires a team of experts to help navigate properly. From how to best structure your business to how to reduce taxes, we have years of experience and the work ethic to help you and your business succeed.
Medical professionals
Your unique position requires extreme focus and dedication, and so do your finances. Our team works closely with various medical professionals with uniquely specific needs, and we’re well equipped to deliver solutions to enable you to achieve your goals.
Tech innovators
Breaking new ground and innovating for the future often come with rapid growth and new opportunities. We partner with a variety of technology experts and professionals to better understand their evolving industry and deliver innovative solutions to their various financial needs.
Family wealth
Whether you’re approaching retirement, are a retiree, or are a well-established family looking to appropriately manage your assets, we partner with a variety of high-net-worth individuals to offer tailored, tax-smart guidance to set you and your family up for success for generations to come.
Cross-border
As your lifestyle becomes increasingly more global, new opportunities come with new challenges to grow your wealth. We provide world-class advice on your wealth management needs as you navigate the complexities of cross-border wealth, from tax-efficient investing and cash flow management to estate planning and beyond.
our partners
Many experts, one goal.
We work closely with our extended team of RBC professionals, experts in their respective fields, with one goal in mind: to deliver comprehensive, all-encompassing solutions to our clients’ every wealth need.
RBC Private Banking
This group facilitates an enhanced banking experience with exclusive credit, mortgage, and cross-border solutions well suited to business owners’ personal needs.
RBC Premier Banking
RBC Premier Banking offers the pinnacle of service and bank offerings to cater to the elevated needs of high-net-worth individuals.
RBC Commercial Banking
Business owners and executives benefit from Commercial Banking specialists’ tailored solutions in areas such as commercial mortgages, complex business financing, group savings, and employee services.
RBC mortgage specialists
Clients looking to finance property will discover tailored solutions that align with their overall wealth strategy, and can access preferred rates on mortgages and loans through our partners at RBC Royal Bank.
Insights
Ready to take the complexity out of your financial life?
Start simple – give us a call.
Email: ahsen.ansari@rbc.com or trevor.hodgins@rbc.com
Phone: (604) 257-2482 or (604) 257-2558
Getting to our office
Parking: The Royal Centre parking entrance is accessible from Burrard Street. The Impark parking facility is underground and located at 655 Burrard Street (Parking lot entrance: south off Melville Street and west off Burrard Street). Upon parking, proceed to the parkade elevator and select “L” for lobby. Once you reach the lobby, turn right and at the second set of elevators select floor 32.
Ticket validation: We offer complimentary parking to our clients. Please do not purchase a ticket – we will register your vehicle at our reception.
Leaving the parkade: When leaving the parking facility, you will exit off Melville Street. Turning right on Melville will lead you to Burrard Street – southbound. Turning left on Melville will lead you to Dunsmuir Street – westbound.
Skytrain: The Burrard Station is located across the street from our building.