Bois Wealth Management Advisory Group of RBC Dominion Securities
Planning is vital, but partnership is key. With trusted support, you can protect your future—and your family’s.
Providing valuable guidance at every step, we help you achieve your financial goals with strategies built just for you.
We believe that true wealth management goes beyond investments, and it starts with understanding your aspirations, life stage, and personal circumstances. By taking the time to listen, we create financial plans that support you in the present while remaining flexible enough to adapt as your needs evolve.
A strong financial plan is the foundation of long-term success. It serves as a road map, helping you make informed decisions while navigating the complexities that come with managing wealth. Our approach is comprehensive, covering tax and estate planning, insurance solutions, investment management, and generational wealth transfer. As an independent advisory group, we are not tied to proprietary products, allowing us to prioritize flexibility and customization. Every recommendation we make is guided by your best interests, ensuring a strategy that aligns with your vision for the future.
Your future is in good hands
For almost 40 years, Mark has partnered with clients to navigate financial decisions. With personalized service and trusted guidance, he provides clarity, confidence, and strategies for today and tomorrow.
Your finances reflect more than numbers-they're shaped by your values, family, life changes, and legacy plans.
We organize your wealth into four intuitive, personalized stages-Before, Now, During and After-to help you plan, track, and navigate your finances with confidence and clarity.
What we do
Private Investment Management combines discretionary management, personalized financial planning, and unbiased guidance through an open-architecture platform. We tailor strategies to your goals, risk tolerance, and life transitions, providing clarity, confidence and support at every stage. Independence and flexibility help ensure you receive solutions that fit your unique needs, to help grow, protect, and manage your wealth effectively over time.
How we do it
With Private Investment Management, you can sit down with your Portfolio Manager one on one to discuss your needs. It's this personal attention that makes Private Investment Management unique. It also gives you a greater degree of control than traditional discretionary accounts. Because you have a personal relationship with your Portfolio Manager, your portfolio can more accurately reflect your individual needs and goals on an ongoing basis.
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.