Bessie Miller Wealth Management of RBC Dominion Securities
There’s more to wealth than money
We work with high net worth clients requiring a comprehensive advisory relationship.
The fact that we are part of Canada’s largest bank and wealth management firm with national and global expertise means we offer our clients a dual advantage:
- A uniquely personal investment and wealth management experience based on direct contact with an accessible, competent, and motivated team.
- The availability of a broad range of specialist expertise and insight that only a major financial institution can deliver.
This combination of unparalleled personal service, backed by powerful national resources, constitutes our compelling competitive edge.
Professionals at your service
We are a team of focused and disciplined wealth management professionals using strategic thinking, supported by exceptional service, to deliver powerful results.
Strategic wealth management
There’s more to wealth than money. We believe money is simply a means to an end. And while financial security enables those who have it to enjoy life to the full, building and protecting your wealth requires dedicated, on-going professional attention.
Our approach
This personalized approach acknowledges your hopes, dreams, expectations and goals. It also recognizes when life throws a curve you are financially prepared to deal with it and come away intact. We focus on protecting your wealth.
For these reasons we take an integrated approach to managing wealth. An approach that includes lifestyle management and capital protection, tax minimization, insurance and retirement planning, legacy creation and inter-generational wealth transfer. All are connected. This is your strategic wealth management plan.
Our process
Discovery: We develop an understanding of your goals, personal and financial.
Financial Planning: We prepare an analysis of your total financial situation.
Will & Estate Review: We help you address your estate planning concerns and goals.
Insurance Analysis: We help you protect what you have worked hard to build.
Investment Policy Statement (IPS): This is the blueprint for your investment strategy.
Investment Proposal: This is your recommended investment plan, approved by you.
Ongoing Services: We track portfolio performance and give you timely updates.
Regular Reviews: As your needs and markets evolve, we adjust your plan accordingly
Our support
We review your portfolio performance with you regularly to discuss appropriate changes necessary to keep you on track. As part of that process you will receive detailed account statements, portfolio performance summaries, transaction updates, and tax reports.
We conduct a comprehensive annual review of your wealth plan to ensure that it is meeting your immediate, mid-range and long-term expectations. Remember, there’s more to wealth than money. It takes discipline.
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.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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.
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.
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.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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.