Baum Quallenberg Wealth Management Group of RBC Dominion Securities
Our family serving your family since 1994
Simplicity. Convenience. Personalized solutions.
Protecting and growing your family’s wealth to secure your financial future lies at the heart of what we do. To that end, we build meaningful, long-term relationships with clients and their families that last through generations. We provide expert guidance to entrepreneurs and business owners looking to grow their company and better manage their professional wealth, and help those planning for retirement to maximize their retirement income. As a family business – with a consistent, long-standing team who feel like family – we are committed to helping families and individuals achieve greater peace of mind and financial confidence today – and across generations.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our founding partner: Allen Quallenberg
Allen Quallenberg was the senior member of the team that bares his name, until his official retirement on October 31, 2020. His FIRST business career started in 1962.
In 1970, he founded the Rapid Group of printing companies, and in 1986, sold his company to Power Corporation. In 1993, Allen began his second career with RBC Dominion Securities as an Investment Advisor, and in 1995, created Quallenberg Wealth Management with his daughter, Marcy. In 2000, they were joined by Danny Baum, and after 20 years of Mentoring and working together, Danny became the Principal of the team, upon Allen's retirement.
Allen's Community involvement is extensive. He has served as the Golf Chairman, and then President of the Foundation for the Donald Berman Maimonides Hospital Foundation. In 2010, he was honored by Maimonides for his tireless fundraising efforts, and in May 2010, he cut the ribbon at the opening of the "RBC Dominion Securities - Quallenberg Wealth Management" Teaching Centre at Maimonides.
He remains active in Community fundraising, currently on the Boards of B'Nai Brith and the Canadian Associates of Ben Gurion University. Allen and his wife of over 50 years enjoy golf, spending time with family (especially the granchildren), friends and travel. He is looking forward to spending the worst parts of the Canadian winter in Florida, where they can enjoy sunny weather activities, year-round.
We wish Allen only sunny skies, good health and enjoyment of all his adventures in retirement.
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.
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 clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.