Brent Stoddart of RBC Dominion Securities
Empowering you with expertise and personalized solutions for your financial future.
Strategic wealth management for a confident tomorrow.
Our approach is built on a deep understanding of your unique goals. This foundation allows us to provide tailored solutions that align with your vision—whether you are planning for retirement, investing for your legacy, or navigating complex financial decisions. Ultimately, our goal is to give you peace of mind and the freedom to focus on what matters most to you.
Grow more than wealth.
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
RBC Wealth Management Services: Our approach
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 work with our extended team of RBC specialists to create a tailored wealth management strategy for you that encompasses financial planning, investment management, insurance, estate planning, and private banking. Our goal is to simplify the financial decision-making process, ensuring that every aspect of your wealth is working together toward your long-term goals.
How we do it
Our process begins with a detailed discovery session, where we listen and learn about your financial goals, challenges, and aspirations. From there, we develop a customized plan that integrates all aspects of your financial life, including strategies to minimize taxes. We regularly review and adjust your plan to keep you on track, providing you with the confidence of knowing that your financial future is secure.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Taking a responsible approach to your investments
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
Families
We understand that families have complex financial needs, from funding education to ensuring a comfortable retirement. Our wealth management team provides tailored strategies to help families build, preserve, and transfer wealth across generations, while also minimizing tax implications and securing a lasting legacy.
Business Owners
Business owners face unique challenges, such as balancing personal and business finances, planning for succession, and maximizing the value of their business. Our team offers comprehensive solutions that integrate personal wealth planning with business strategies, including tax optimization, business continuity planning, and asset protection.
Professionals
As a professional, your time is valuable, and managing your financial affairs can be complex. We specialize in creating customized financial plans that address your specific needs, from managing cash flow and investments to optimizing tax efficiency and planning for retirement, allowing you to focus on your career with peace of mind.
Retirees
For retirees, preserving wealth and generating sustainable income are key priorities. Our wealth management team focuses on providing strategies that transition your assets into income-generating investments, manage risk, and ensure that your retirement years are financially secure and fulfilling.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.