Brel-Hannon Wealth Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
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
Jon's Corner
You've built something real. Now it's time to make it work for you.
These playlists from Jonathan Brel and the Brel-Hannon Wealth Advisory Group at RBC Wealth Management is your go-to guide for smarter financial decisions — at every stage of your journey.
Your idea of financial confidence starts here.
3 Pitfalls to Avoid Right After Selling Your Business — Don't let the most common post-sale mistakes quietly erode your hard-earned proceeds. From reinvestment missteps to tax oversights, here's what to watch for.
How to Protect Your Wealth Against Market Swings — Keep your wealth stable through smart diversification, risk management, and the right hedging strategies for the long haul.
How to Turn Your Wealth Into Family Security — Build a lasting legacy with intergenerational planning, RESPs, and tax-efficient wealth transfers that protect the people you love most.
Is Your Portfolio Ready for Market Volatility? — Review, stress-test, and rebalance your investments so your retirement plan can weather any market cycle.
Why Young Entrepreneurs Should Think Retirement Planning Now — Start early, use tax-advantaged accounts like RRSPs and TFSAs, and let compounding do the heavy lifting.
Insurance Isn't Boring — It's Your Safety Net — From life insurance to disability protection, discover why getting coverage early is one of the smartest financial moves you can make.
The First 3 Financial Moves Every Entrepreneur Should Make — Separate your finances, build emergency funds, and start investing for retirement from day one.
The Hidden Costs of Doing Nothing With Your Wealth — Inflation, missed opportunities, and tax inefficiencies add up fast. Taking action today makes all the difference.
The First 90 Days: Why We Don't Start With Investing - If your advisor jumped straight to picking investments, they skipped the most important step. We focus first on understanding your full picture, then look at structure and tax implications. Only once that foundation is clear do we build the portfolio.
What Sets Brel-Hannon Apart (And Why It Matters at Scale) - At a certain wealth level, investment advice alone isn't enough. We work alongside RBC specialists so decisions are coordinated in real time. Instead of just managing investments, we help structure where wealth should live in the first place.
What Happens When Your Financial Life Suddenly Accelerates - When your financial life goes from 0 to 100, your strategy needs to keep up. At that level, small inefficiencies compound meaningfully. The focus shifts from growing wealth to organizing it properly.
You Sold Your Business for $50M… Now What? - Most people make their biggest mistakes right after a liquidity event. The instinct is to move quickly and deploy capital. But before anything gets invested, we build the right framework first, so every decision that follows is intentional, not reactive.
How We Use AI in Our Practice - AI can feel unsettling, but here's how we approach it: AI isn't making decisions for you. It's helping us make better ones. We use AI to enhance the process, not replace it.
What Clients Actually Hire Us For: Peace of Mind - You think clients hire us to manage their money. But what they really stay for is peace of mind. When your financial life gets complex, the stress isn't about returns—it's the uncertainty. We simplify that complexity so you feel confident about where you're headed.
How We Help Clients Protect Wealth Across Generations - Building wealth is one challenge. Making sure it lasts beyond you is another. We help you think beyond your own lifetime with the right structures in place, while preparing the next generation.
Inside a Fully Integrated Wealth Team (What That Actually Means) - Fragmentation breaks down wealth management. Investment advice here, tax advice there, estate planning somewhere else—but nobody coordinating the full picture. We've built a fully integrated approach where everything works in sync under one unified plan.
Post Liberation Day Era
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.