Blanchard LeBlanc Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Do you have generational wealth?
We generate tax friendly income to match your spending. Your capital gets passed on to the next generation.
Private Investment Management is different
The highest credentials at your service
- Only a select group of highly qualified advisors offer discretionary portfolio management services.
- Transition high-net-worth clients away from costly products
- Skip the middleman resulting in lower fees for investors, which leads to better returns
- The largest private investment counsel business in Canada
- Proven track record
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage.
- Discovery meeting: We take the time to understand your needs, goals, time horizon and risk tolerance.
- Investment Policy Statement: Together we develop the guiding principles for how your portfolio will be managed.
- Build your personalized portfolio: Apply a disciplined approach to design your portfolio with stocks and bonds
- Monitoring and reviewing: Involve a compliance team to manage portfolio risk, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.