Boothman Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Knowledge builds a portfolio, teamwork builds wealth.
Boothman Private Wealth Management of RBC Dominion Securities is dedicated to providing knowledgeable guidance and building lasting relationships to support every stage of your financial journey.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.
What our clients are saying
Boothman Private Wealth Management came highly recommended to me. I wanted a team that took a hands-on approach, would make suggestions, and meet with me at least annually to review. After meeting with Brendon, I felt it would be a good fit for a working relationship. I trust his recommendations are the best options for my situation, and know that my portfolio is being handled in the best way, based on my investment objectives. He is able to connect with other specialists, if need be, and has been able to provide guidance on life insurance policy issues, as well.
The best thing is, I have never felt like just a number. Whatever size portfolio you have, Brendon and his team treat you with the utmost care and attention. They are very down to earth and responsive to questions and inquiries, and will always take the time to make suggestions to suit your portfolio needs. – Susan OM, Business Owner
When I found Boothman Private Wealth Management (BPWM), I was looking for a firm that provided more of a personalized financial service than the firm I was using. My previous firm only seemed interested in selling products, rather than good customer service. I was looking for a team who would take the time to understand my overall financial goals, and work with me on a plan that we could both be comfortable with as a long-term strategy, which is exactly what BPWM has done. Their team is always open and friendly, has provided me with an excellent client service experience, and is quick to respond to questions or concerns and follow up as required.
I can now relax and rest assured that my interests are being managed to meet my short- and long-term goals. They’ve offered me the services and knowledge I need to reach those goals, such as setting up a meeting with their Financial Planning Specialist to develop a comprehensive financial plan, and with Private Banking, Online Services, Will and Estate planning. If you’re looking for a new firm, take the time to meet the team. You will be pleasantly surprised at the solutions that they can provide for you. – Terry D, Professional
Brendon was very receptive and attentive when I approached him in this regard and from the first contact, he explained everything in detail and brought all the information to my level of understanding. Brendon did a complete review of my current situation and discussed my retirement goals and needs with me. He provided frank feedback with relevant projections.
Brendon’s knowledge and engaging personality set me at ease during a difficult transition period. You know that you aren’t just “a client” with Brendon. Brendon truly cares about the people that he serves and he treats each person with the care and compassion that one would imagine he treats his own mother.
In a world filled with abundance of choice and overwhelming volumes of information and assertions, I am so grateful that I chose Brendon Boothman as my financial advisor for his knowledge, experience and most of all for his genuine care and concern for me as a person. Knowing that Brendon “has my back” is a feeling of great security in a world fraught with so much change and financial turmoil. - R.S, Retiree
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.