Borelli Private Wealth of RBC Dominion Securities
Committed to helping you plan, protect, and preserve your wealth
Enjoy the life you have envisioned with sound strategies tailored to your priorities and goals
Every day, we strive to provide an unmatched client experience built on our access to the resources and expertise of RBC Wealth Management and the strength of a trusted financial institution.
Our clients' complex financial issues require a deep understanding of the concerns associated with significant wealth. We aim to support our clients in managing capital allocation, minimizing tax bills and planning for long-term growth.
We’re here to help you unlock your financial potential with peace of mind.
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.
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
We take the time to understand your individual goals, risk tolerance, and time horizon to create personalized wealth management strategies designed to optimize your financial success.
High-net-worth individuals and families
Managing substantial wealth often involves complex financial structures and intricate estate planning. We offer a range of specialized services to help simplify the management of your financial affairs, freeing you to focus on what matters most.
Entrepreneurs and business owners
Planning for the future of your business is crucial. Our experienced team can provide guidance on tax-efficient structures, wealth preservation and business succession planning to ensure the continued success of your business.
Healthcare professionals
Our advisors are well-versed in the unique financial challenges and opportunities in your field, from managing income from various sources to maximizing pension contributions to expanding your practice.
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.