Bernath Private Wealth of RBC Dominion Securities
Defined By Your Priorities. Guided By Our Discipline.
Managing Wealth Should Bring Confidence—Not Complexity
Over time, financial lives can become more complicated—multiple accounts, competing priorities, important decisions, and often, more questions than answers. Our clients are not just looking for more information. They are looking for clarity, perspective, and a trusted advisor who understands the full picture.
That's where we come in. Our perspective is shaped by our 35 years of experience. Some of the most meaningful outcomes come from relationships measured in decades—where we've had the opportunity to see well-thought-out plans come to fruition.
We Believe That Wealth Brings Both Opportunity and Responsibility
We believe wealth management is about more than returns. It's about making thoughtful decisions, avoiding unnecessary complexity, and maintaining discipline through changing environments. Our role is to provide clarity and perspective—so you can move forward with confidence, knowing your financial life is aligned with what matters most.
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.
Beyond the Numbers
The most important conversations we have aren’t always about markets. They’re about family, priorities, and how wealth can support the life you want to live.
We help clients think through:
- How to simplify complex financial lives
- How to make confident decisions during uncertainty
- How to prepare children and future generations
- How to ensure wealth has purpose—not just growth
How We Work Together
A disciplined process designed for long-term relationships—not short-term decisions.
Understanding
- We take the time to fully understand your financial life—your priorities, your family, and the decisions in front of you.
Structuring
- We bring organization and clarity to complex wealth, ensuring each component is working with purpose.
Advising
- We provide thoughtful guidance across investment, planning, and strategic decisions.
Overseeing
- We remain actively involved—monitoring, adjusting, and helping you navigate change over time.
Preparing
- We help ensure your wealth transitions thoughtfully, aligned with your intentions and your family’s future.
Our clients
We partner with individuals and families who value thoughtful advice and long-term relationships.
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
Capabilities
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.