Bentley Wealth Management Group of RBC Dominion Securities
Trusted advice. Informed decisions. Integrated solutions. Personalized service.
Helping you build and protect your wealth is just the beginning
At the Bentley Wealth Management Group of RBC Dominion Securities, we offer professional advice to our clients who are focused on building their wealth, preserving their wealth and/or transitioning their wealth to the next generation.
How you define wealth is personal, and effectively managing it requires a customized plan. Our experienced team offers strategic insight and knowledge to help you navigate each stage of your financial journey confidently – regardless of where you are starting from or what your ultimate destination is.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
What we do
We consider all aspects of your current financial situation – your priorities, income needs, risk tolerance, time horizon, and family dynamic – to understand what you want your money to accomplish. With that in mind, we create your wealth management plan, which will serve as the guiding principles for managing your investments.
How we work
Guided by your plan and RBC’s investment strategists and research analysts, we build your custom investment portfolios using an appropriate mix of stocks, bonds, mutual funds, GICs, cash, and other investment solutions. You can rely on our team to monitor your portfolio, recommend changes as needed, and keep you informed of its progress to ensure it continues to meet 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.
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.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.