Antidormi Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Holistic wealth management in Clarkson, Mississauga
Antidormi Wealth Management provides a proven wealth management process that is rooted in a comprehensive understanding of you, your family, your business, and your goals. The right plan, complemented by our disciplined approach to discretionary investment management and commitment to ongoing client service ensures that financial success is not a matter of chance, but a choice you can make today.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.
Our guiding values
Acting with honesty and integrity
We believe that in our business, honesty and integrity are the baseline. Clients can expect these core values to drive our choices around every aspect of our relationship with you and your family.
Putting you first
Our team considers it a privilege to make your financial journey easier and more successful. This is why your needs as a client are priority one and are handled as quickly and effectively as possible.
Building trusting, life-long relationships
A key aspect of our offering is being a trusted partner for your family. We strive to deliver on our commitment to providing the highest quality wealth management services available, so that we may guide you through this life stage and the next.
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.