Benedetto Wealth Management of RBC Dominion Securities
Personalized plans for financial freedom
Your blueprint for lasting wealth starts here
We provide customized investment and financial planning services designed to fit your unique life goals. With a commitment to transparency, strategic insight, and personalized care, we help you grow and protect your wealth.
Our valued clients include individuals, families, and professionals at all stages of their financial journey, seeking professional guidance on the challenges and opportunities associated with wealth. Together, we will craft a comprehensive roadmap to help meet your current needs and secure your future prosperity.
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.
What is the difference between RBC Royal Bank and RBC Dominion Securities?
While both are part of RBC, they serve different needs. RBC Royal Bank focuses on everyday banking and investment solutions. RBC Dominion Securities provides full-service wealth management, including discretionary portfolio management and comprehensive planning across retirement, tax, insurance, and estate needs. We operate with an open architecture investment platform, and your assets are held in custody at RBC Dominion Securities with robust safekeeping and reporting. Many clients continue to bank with RBC Royal Bank while relying on our team for long-term wealth management.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Unlocking your Financial Potential
At Ben Benedetto Wealth Management, we understand your financial goals are as unique as you are.
Our Commitment
With a commitment to personalized guidance and strategic insights, our team is dedicated to helping you navigate the complexities of the financial landscape. With our experience and the resources within the guidelines of RBC Dominion Securities Inc., we provide tailored solutions designed to optimize your investments, mitigate risks, and pave the way for a secure financial future. With this foundation we craft personalized investment strategies that align with your aspirations and evolve with your changing needs. We believe in a holistic approach to financial planning and take time to understand your unique financial situation, goals and risk tolerance. Whether you are a seasoned investor or just starting, Benedetto Wealth Management is here to empower you with knowledge and guide you on a path towards financial success.
Making Informed Decisions
Making sense of today’s ever-changing financial markets isn’t easy. But having the right perspective on where the markets are going and how that affects your portfolio is essential to succeed as an investor. One of the biggest challenges facing investors is the natural, yet counterproductive emotional response to the inevitable ups and downs of the stock markets. The Key to successful investing is taking a disciplined approach that avoids any type of emotional investing and helps you create a disciplined investment plan that establishes specific criteria based on clear logic and reason.
Frequently asked questions
From first meetings to fee structures, these FAQs cover everything you need to know about working with our team.
Who is the ideal client for Benedetto Wealth Management?
We specialize in serving business owners and high-earning professionals (physicians, dentists, lawyers), often with incorporation or multi-entity needs. Typically, households have $1M+ in investable assets, retained earnings in a corporation, or complex planning needs that benefit from coordinated personal and corporate strategies.
What services do you provide beyond investment management?
Comprehensive financial planning, risk management, insurance needs analysis, estate planning support, complimentary reviews of wills and powers of attorney with specialists, corporate investing guidance for business owners, and coordinated access to RBC Private Banking and Commercial Banking professionals. We provide tax-aware planning in collaboration with your tax professional.
Are you limited to RBC investment products?
No. We operate on an open-architecture, product-agnostic platform with access to individual securities, ETFs, mutual funds, and other solutions across the industry. Recommendations are based on fit, cost, and tax efficiency—not product manufacturer.
How do you help protect my portfolio during market downturns?
We use strategic asset allocation, broad diversification, disciplined rebalancing bands, and risk budgeting. When appropriate, we also use tax-loss harvesting. Just as important, we provide guidance to help you avoid costly, emotion-driven decisions during volatility.
Can you help reduce taxes?
Yes—through planning-driven strategies such as asset location, tax-loss harvesting where appropriate, corporate-class or tax-efficient funds, withdrawal sequencing, and CPP/OAS optimization. We coordinate closely with your tax professional to ensure alignment.
Do you help incorporated business owners?
Yes—this is a core focus. We help with corporate investing policy, remuneration mix in light of tax rules, corporate vs. personal asset location, IPP/RCA assessments, and succession/exit planning in collaboration with your advisors.
What Clients Say When It Matters Most
Thinking about hiring a financial advisor is a high‑stakes decision. These brief, compliance‑approved testimonials show how people like you experienced our process, clarity, and follow‑through. Use them as a tiebreaker—then book a call to see if we’re the right fit.
We believe they truly want the best for their clients based on how our mutual clients are cared for in their hands.
-Benjamin Teoh, CPA, St. Arnaud Pinsent Steman, CPAs
Vincenzo took the time to learn about our family, our business, and what we wanted retirement to look like.
-Sue M
If you're a young family trying to get your finances sorted, he's the guy. Highly recommend.
– Derek F
Having someone I trust to help navigate these decisions gives me tremendous peace of mind and allows me to enjoy retirement without constantly worrying about whether I am making the right financial choices.
- Bruna N
Our Discipline
Bringing discipline to your equity portfolio.
Why Select a CFA Charterholder?
Investors may spend countless hours learning about markets, securities, and associated risks, but they often overlook the qualifications of the professionals whom they hire to manage their money.
Strategy Focus List
The RBC Strategy Focus List provides a disciplined approach to managing your equity portfolio. It helps your portfolio stay well-diversified with high-quality companies and structured to fit our current economic outlook.
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.