Bernath Private Wealth of RBC Dominion Securities
Setting the gold standard for service excellence, providing comprehensive wealth management, and building lifelong relationships.
Plan for Your Future & Perpetuate Your Wealth
With Bernath Private Wealth, you gain access to a team of seasoned professionals whose expertise spans every area of wealth management—from financial and investment planning to retirement, legacy, and philanthropic strategies—all designed to bring you confidence and clarity in your financial future.
Our team is hard-working, exacting, and detail-oriented, yet also warm, down-to-earth, and collaborative. Egos aren't our thing. We're each motivated by the same deep-rooted desire: to do everything in our power to help you prosper.
You Deserve the Gold Standard. Experience That With Us.
You can't predict, but you can be prepared. Life happens and things do not always go according to plan. That's why we are here each step of the way, anticipating potential complexities and navigating roadblocks that may arise to ease financial worries and keep you on track for long term success.
Wealth Is Personal - Your Advice Should Be Too
You're busy building a life, a business, and a legacy - we're busy taking expert care of the management of your family wealth. However you choose to spend your time and energy, we provide world-class administration and oversight of your financial affairs so that you can focus on what matters most.
What we do
Prioritizing you, your family, and your business with a family office approach.
At Bernath Private Wealth, we've gained a deep understanding of the intricate dynamics and nuanced interplay of family wealth and business. With your unique circumstances in mind, we aim to foster harmony, simplify complexity, and build a legacy for you and your family by providing the very best in wealth planning and investment management.
How we do it
Financial Planning: We spend time getting to know you, your family, and your business. Then, we recommend holistic strategies and implement a tailored plan to help you achieve your long-term goals.
Investment Management: With RBC's leading investment platforms, we design a fully customized and diversified portfolio based on your needs for income, growth, and security.
Estate and Insurance Planning: We thoughtfully identify tax opportunities and craft a tax-efficient plan to protect your estate for the benefit of your family, ensuring you can create an enduring legacy for generations to come.
What's Your Retirement Number?
The past few years have caused a lot of us to re-evaluate what is most important to us, and how that impacts our future. I believe that everyone deserves to be free from financial concern and to know that they have the resources to live the life they want, whether they’re planning for retirement or already enjoying it.
I can certainly empathize with people who don’t have that same peace of mind. I’d like to help in any way I can. To that end, here’s what I have to offer:
An unbiased opinion with no obligation, and at no cost, to help to ensure:
- Your wealth is properly protected.
- You are positioned to avoid common financial pitfalls & mistakes.
- You are properly prepared for the risks in retirement and that you will not outlive your money.
Feeling completely free of all financial stress and anxiety is exactly what I want for you. That is what I have endeavoured to provide my clients for over 30 years. In our conversation, I will ask you to briefly outline your financial hopes and dreams – what your money is intended to do for you. If I think you are on the right track and your investments continue to be well-suited to your long-term goals, I will gladly tell you so.
If, on the other hand, I think some of your investments no longer fit with (or could even be detrimental to) your goals, I’ll explain why, and if you like, suggest suitable options. Managing wealth can be complex, but the solutions don’t have to be. At times like this, when your retirement strategy may be in question, would it be worth 30 minutes of your time to have an experienced advisor review your plan to ensure there are no missed opportunities? Another set of eyes could help you feel more confident and worry-free in regards to your financial future.
Of course, there's never a commitment required with our second opinion. I want you to feel comfortable and confident in the people you work with. If that is not us, that is more than ok – we are still happy to help you in any way we can. If you're interested in learning more, please contact us directly below.
We look forward to hearing from you and thank you for your consideration.
Please contact us for more information.
Our clients
Our clients lead busy, complex lives. We provide easy-to-understand solutions that are mindful of risk, taxes and changing economic conditions.
Individuals and families
• Affluent individuals seeking personalized service and support growing and protecting their wealth
• Established families seeking guidance transferring their wealth tax-efficiently
• Multi-generational families focused on building a legacy and protecting their wealth for generations to come
Executives & professionals
• Corporate executives who don’t have the time to manage their wealth and achieve their personal and career goals at the same time
• Healthcare professionals, farmers, lawyers and accountants seeking total wealth management
• Lawyers and accountants who want a trusted partner to provide professional and ethical service to shared clients
Business owner & entrepreneurs
• Business owners and entrepreneurs who need help managing both personal and business assets
Pre-retirees & retirees
• Pre-retirees seeking guidance on growing and optimizing their retirement savings
• Retirees who require strategies for maximizing their after-tax retirement income and protecting their financial security
Charities & philanthropists
• Not-for-profit organizations that require executor and trustee services, investment management, custody and administration
• Philanthropists seeking creative ways to enhance their legacy and support causes that matter to them
US & international residents
• US residents
• Dual citizens
• Select international residents
How we help
We believe that helping you achieve your vision of success goes beyond investment management. Our goal is to help you live the life you envisioned. Staying true to the process we developed over 35 years ago helps us do just that. It's rooted in extensive experience and has proven to weather the twists and turns of life, time and the markets. It's total financial life management.
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