Austin Wealth Management Team of RBC Dominion Securities

In our relationship, YOU drive the approach to investing. Schedule a meaningful conversation to understand your financial picture, uncover opportunities, and give you a clear sense of where you stand - and where you can go.

Whether it's planning a comfortable retirement, learning about tax strategies, protecting your legacy, we can help. We provide coordinated advice across your financial life - helping you simplify complexity.

Clarity - Simple, transparent guidance in a complex world

Care - Advise built around your life, not just your portfolio

Consistency - Disciplined planning and portfolio construction

Confidence - Helping clients move forward with alignment and peace of mind

Our team brings over 60 years of combined experience in wealth management. We work with individuals and families across diverse backgrounds, life stages and financial complexities. This breadth of experience allows us to provide thoughtful, well-rounded and personalized advice tailored to your unique situation giving you the insight, perspective, and guidance to make confident financial decisions.

You drive our approach to investing

The success of our work together depends on how well we listen to you. We make recommendations only after fully understanding your needs, priorities, and concerns. Your unique financial goals shape everything that follows—whether that’s retirement income, tax efficiency, managing risk, Will & estate planning, insurance or growing wealth over time. As your life evolves, your plan evolves with you, so each decision continues to support your future.

Objective advice, focused on what’s right for you

We are committed to maintaining objectivity when finding the best solutions for clients. We have access to just about every product available from every institution, not just from RBC. With broad exposure to investment and planning options, we bring clarity to your choices and help you move forward with confidence, knowing your strategy reflects your best interests.

Risk is understood in the context of your life

We will learn about your tolerance for risk and market fluctuations. With this said, risk isn’t just about markets—it’s about how change impacts your life and your plans. We take the time to understand your comfort level and your broader situation, then build a personalized approach designed to help you stay on track through both expected and unexpected changes.

Your financial life is connected

Investment decisions don’t stand alone. Your investments are part of a bigger picture. Tax, estate planning, real estate, and family decisions all play a role in your financial future. We help bring these elements together into a coordinated, thoughtful strategy so each decision supports the next.

Clarity around cost and value

You should always understand how your plan works—what you’re paying and what you’re receiving in return. We’re clear and upfront about costs. We strive to communicate in plain language without using industry jargon.  

We’re in it for the long haul

We build lasting relationships with our clients—grounded in ongoing conversations and regular reviews. As your life changes, we adapt your plan alongside you, helping you move forward with clarity and confidence. With experience behind us and a long runway ahead, you can count on consistent guidance for years to come.