Belton Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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 Wealth Management Approach
We simplify the complex by implementing a multilayered wealth management approach which follows a disciplined process.
1. Discovery
We start with you. As we discover your goals and objectives, we look to build a foundation for your financial future.
2. Financial Analysis
We offer complimentary financial planning for your individual needs, whether you’re still working or already retired, whether you’re single or married, or whether your financial situation is more or less complex, your individualized financial plan will help develop a clear financial path forward.
3. Will & Estate Review
We offer complimentary Will and Estate Consultation with our in-house legal team. Our lawyers will meet with you to identify any opportunities you have to structure your estate in an efficient and tax-effective manner. Your legal review will cover topics such as, updating your will, evaluating suitability of trust structures, naming your executor, conferring Powers of Attorney, and maximizing your family’s legacy and charitable gifts.
4. Insurance Review
Where needed, our Estate Planning Specialist will meet with you to determine the suitability and cost-effectiveness of several insurance strategies geared towards protecting your wealth and financial goals.
5. Investment Strategy
Leveraging our disciplined investment approach, our team takes on the complexities of portfolio management for you and specifically tailors your portfolio to meet your financial goals. With years of trusted advice, we look to build an investment strategy that meets your risk comfort level.
6. Investment Portfolio
We combine sophisticated investment planning tools and our Private Investment Management (PIM) platform to help you accumulate and invest your wealth. As we continue to actively manage your customized portfolio, we focus on your long-term objectives and rely on trusted strategies to ensure stability.
7. Ongoing Communication
As we progress towards your financial goals, we firmly believe that transparency and frequent communication are paramount to developing a long lasting relationship of trust with you.
8. Regular Reviews
We conduct regular reviews with you to ensure that we evolve your wealth management plan and investment strategy to meet your most current financial goals through every stage of your life.
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.
Serving specialized needs
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.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Active retirees
What our clients are saying about us.
We are extremely proud of the feedback we have received from our clients over the years for the quality of our work and our commitment to their success. Below are a few testimonials from a sampling of our clients & colleagues.
“After many years of investing, both by myself and with advisors, I was looking for an advisory team, which I thought would provide group wisdom. For four years Jordan, colleagues and assistants have provided great service, consistently high returns and professional advice. They have been absolutely trustworthy – a characteristic I rate highly and allows me to invest worry-free. I would be a much wealthier person had I known them decades ago! I have recommended Jordan to my children and several friends, all of whom now use Jordan and all have been very complementary.”
– Steve Y.
“I love working with the RBC team! I don’t have the time or experience to manage my investments and I am in great hands with Jordan and his team. They make my portfolio easy to follow and understand, communicate openly in a timely fashion, are always pleasant, and most importantly deliver a solid return I am happy with!”
– Leslee K.
"Jordan and his team have managed our investments for over 10 years. We find them very professional and honest and they communicate extremely well. We have been pleased with our rate of return year after year.”
– Ken O.
"The prospective clients I refer to Brent & Jordan always come back with positive feedback. It doesn’t matter how complex the situation, they are always a trusted resource I can turn to with confidence."
– Kevin Clements, RBC Investment & Retirement Planner
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.