Blair Wealth Management Group of RBC Dominion Securities
Achieve your financial goals with tailored advice and unwavering commitment to your success.
Navigating your financial future with care
With a deep understanding of each client’s goals and priorities, our team of seasoned financial planners builds and manages their wealth throughout their lives and beyond. Our clients rely on our decades of experience to handle what’s next. We provide tailored, time-tested strategies to help them achieve short and long-term goals, withstand market volatility, and succeed in wealth accumulation.
Our approach extends beyond investments to include tax minimization, business wealth optimization, and more. We provide innovative solutions and insightful guidance while harmonizing all aspects of each client's financial picture. Trust in our proven track record to help you navigate your financial journey with clarity and confidence.
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
In today's uncertain times, we specialize in providing comprehensive investment and wealth management services for successful business owners, busy executives, and their families. We develop personalized financial plans to grow and preserve wealth, transition smoothly into retirement, and transfer wealth efficiently. By maintaining a long-term investment strategy, we help clients achieve their financial goals, regardless of market volatility.
How we do it
We are committed to delivering exceptional service standards and client benefits through a thorough review process. Our complimentary portfolio review service includes understanding client needs, documenting their investor profile, reviewing current holdings, and providing detailed recommendations. This process ensures clients gain peace of mind or know precisely how to get back on track. As our client, you receive a full range of services, ensuring comprehensive support for all your financial needs.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.