Bob Jones Wealth Management Group
Your life goals are our life's work
Meet the Bob Jones Wealth Management Group!
For more than 30 years, the team at Bob Jones Wealth Management Group of RBC Dominion Securities has been helping high net-worth families achieve their goals and live their dreams. We work relentlessly to guide our clients through the complexities of estate planning, reducing taxes, and growing family wealth. Our team is one of the most respected advisor teams within RBC Dominion Securities, and we have been recognized as a top performing team for over 30 straight years.
Each and every day we strive to provide our clients with bespoke advice and we take great pride in helping our clients' families achieve their goals throughout all stages of life.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Proven Process
At Bob Jones Wealth Management Group, we understand that no two clients are the same. That's why we approach every situation with an open mind, so you can be confident that you're receiving tailored advice to help you reach your goals.
Discovery
We consider this to be the most important step in our process as it allows us to explore what matters most to you and your family. We work with you to gain a clear understanding of both your personal and financial goals so we can develop a plan to help you succeed.
Financial Analysis
We prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance, and long-term plans. To achieve this, we leverage the knowledge of specialized Financial Planners who have the expertise to provide tailored advice to clients from all different backgrounds.
Will & Estate Review
For those with complex estates, we work closely with our in-house Will & Estate Consultants to provide guidance on a range of topics so that you can have clarity when it comes to implementing your will. We then coordinate with your existing team of lawyers to ensure your documents accurately reflect your wishes. If you aren't already working with a lawyer, our team is happy to provide you with a list of partners who can assist you.
Insurance Review
We also work closely with a team of Estate Specialists who can introduce insurance-based solutions to help you protect everything you have worked hard to build. Whether you require life, disability, or critical illness insurance, our team can provide a number of customized products to suit your needs.
Investment Strategy
We will help you establish a customized investment strategy designed to achieve your goals, whether you're investing for growth, income, or preservation. We then implement your investment strategy within your tailored portfolio.
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.