Borrelli Wealth Advisory of RBC Dominion Securities
Preserving today's success, shaping tomorrow's legacy
From business exit to family legacy, we guide every step with strategy and care
At Borrelli Wealth Advisory, we partner with business owners to navigate the complex journey from building a company to building a legacy. Even if a sale is years away, thoughtful planning today creates flexibility, minimizes tax, and positions you to maximize both wealth and peace of mind when the time comes. With deep expertise in exit strategy, tax efficiency, and legacy preservation, we turn business success into lasting family prosperity — guided by foresight, strategy and trust. Through it all, our approach remains personal and warm, built on genuine relationships that put your family's future at the centre.
Expertise you can rely on. Relationships you can trust.
At Borrelli Wealth Advisory, our team couples deep experience in exit planning, tax optimization, and wealth management with building trusted relationships to protect and preserve legacies with care, ensuring every strategy reflects both your vision and values.
Your vision leads, our strategy follows
Your goals, your family, your legacy — our approach is built around what matters most to you. From tax efficiency to exit planning, we combine strategy with care to give you clarity, confidence, and peace of mind at every stage of your journey.
What we do
At Borrelli Wealth Advisory, we help business owners transform success into lasting wealth and legacy. Our focus spans exit and succession planning, tax efficiency, investment management, and family wealth strategies — always tailored to your goals. By collaborating with in-house specialists and trusted external RBC partners, we simplify complexity and bring clarity to every decision. More than advice, we offer guidance grounded in experience, strengthened by genuine relationships, ensuring your wealth works for you, your family, and your future.
How we do it
Expert guidance with a personal touch — protecting your wealth, your family and your legacy at every stage.
Our commitment to you:
Proactive planning to anticipate opportunities and challenges
Clear communication so you're always informed and confident
Tailored strategies aligned with your goals, family and legacy
Collaboration with specialists to simplify complex decisions
Personalized care that blends expertise with genuine relationships
Insights and Perspectives
Thoughtful resources to guide you beyond business — helping you navigate exit planning, tax optimization, and wealth management with clarity and confidence.