Manage, build, and preserve your wealth in the Comox Valley
As a team, we work closely with you to create a strategic and personalized investment and retirement plan. This approach is supported by the vast resources and advanced technology of RBC Dominion Securities.
We can help you plan your financial future
Start with a Discovery Meeting
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.
Comprehensive Advice
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.
Our Core Values
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
Knowledge & Experience
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.
Professionals at your service
Have full confidence in your vision of an ideal retirement and financial future.
The Principles That Guide Our Relationship
What you can expect as we plan your financial future—together.
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
Events
Business Succession Planning Event
Planning to sell your business in the next five years?
A successful business exit plan takes years of preparation – only the business owners who take the right steps along the way will get the price they want.
Join us for an informative presentation that will help you:
• Discover the dos and don’ts of selling your business
• Understand the pre-planning processes designed to enhance the sale of your business
• Learn how to choose the professionals that can make the process less stressful
• Prepare yourself for a life after being a business owner
Tuesday, May 12, 2026 from 6:00 – 8:00 pm
Old House Hotel - Grand Fir Room - 1730 Riverside Lane, Courtenay BC, V9N 8C7
Attendance is complimentary, but space is limited. Kindly RSVP by May 9th, 2026, to Andrew Cornell at 778-335-9430 or andrew.cornell@rbc.com.
Community Involvement
How our team and branch support the Comox Valley through local involvement and giving.
Supporting Comox Valley Healthcare Foundation
RBC Dominion Securities supported local healthcare with a $5,000 donation in 2025 to help purchase medical equipment.
RBC Dominion Securities Supports Local Healthcare: 26 Years of Generosity
For over 25 years, RBC Dominion Securities has supported local healthcare through donations to the Comox Valley Healthcare Foundation, enhancing vital patient care programs.
Comox Valley Senior’s Resource Fair
Lara Austin and Aubrey Lively participated in a community resource fair for seniors, offering information on investing, wills & estate planning, fraud prevention and more.
Comox Valley Transition Society Golf Fundraiser
RBC Dominion Securities volunteers supported a golf fundraiser; $1,500 was donated to the Comox Valley Transition Society.
YANA Volunteer Event
RBC Dominion Securities supported YANA by helping make Christmas crackers and donating $1,500 to this local charity.
Giving Tuesday Donation
In support of Giving Tuesday, RBC Wealth Management donated $5,000 to the Comox Valley Healthcare Foundation for areas including cardiac care, cancer care, and mental health.
The Lara D. Austin Financial Foothold Award
"Good financial planning leads to strong, resilient, and more charitable citizens and communities" - Lara Austin
The Lara D. Austin Financial Foothold Award was established in 2017 to support students in the Comox Valley who are pursuing careers in financial services and to promote financial literacy within our community.
We believe thoughtful wealth planning and philanthropy go hand in hand. Supporting initiatives like this award is one way we give back, and we are proud to help foster the next generation entering our industry.
For clients interested in incorporating charitable giving into their long-term financial strategy, we are happy to help you explore your options through our gifting program and develop an approach that aligns with your goals.
Learn more about the Lara D. Austin Financial Foothold Award.
Helpful Resources
See your financial picture more clearly with these practical guides from 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
My Money Matters
Over 700 Articles related to Money Matters… easy search tool – or enjoy a ‘browse and learn’.