As investment advisors at RBC Dominion Securities, Ron Bryant and Mike Singh take great pride in providing you with the best possible wealth management experience. We help business owners, executives, professionals, and many others successfully manage their wealth. Through an in-depth discovery process to truly understand your investment and wealth management goals, we build a customized strategy to meet your specific needs for growth, income, or capital preservation.
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.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We offer transactional accounts with access to virtually every type of investment, including new issues, stocks, bonds, GIC's, and mutual funds - all backed by proven investment strategy and top-ranked capital market research.
We also provide discretionary wealth management services - which offer our clients access to a combination of premier external and internal money manager models.
Our clients have access to a full range of wealth management solutions including, but not limited to: Investment Management, Business Succession/Transition, Estate Management and Insurance Planning. To simplify your retirement and estate planning, we work closely with our Financial Planning Specialists and Will & Estate Consultant to develop simple, effective strategies to meet your objectives.
The team also includes Meaghan Dinneen, Karn Kahlon, and Reah Duran who are committed to providing an exceptional client experience.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Investor surveys indicate that wealthy investors open multiple accounts of the same type with different financial institutions and different advisors, either because it simply happened this way over time or because they believe it to be an effective way to diversify. But diversification is really about how you invest your money - not where you keep it. Investing in multiple accounts and multiple advisors instead of consolidating your assets with one trusted advisor may impede proper diversification and potentially expose you to greater risk.
The benefits of consolidating your assets with one advisor may include:
The statements you receive are minimized and tax reporting related to your investment income and dispositions becomes easier to manage. Your tax preparation fees may also be reduced since your accountant will be spending less time sorting through all the statements and determining the average costs base of identical investments.
By consolidating your investable assets with one trusted advisor, you will typically pay lower fees, assuming the fees are based on a sliding scale as they are with many investment accounts and programs. By spreading your investments among multiple advisors and multiple financial institutions, you lose these economies of scale.
By consolidating assets, you can have peace of mind knowing that, after you pass away, your surviving spouse or other beneficiaries will have one point of contact that you trust who will manage their overall assets to ensure they have adequate income.
Consolidation may help you reach a certain level of assets with an advisor so that you may be eligible for certain specialized services, such as comprehensive financial planning and advanced tax and estate planning.
In retirement, you could have many different income sources, such as government pensions, employer pensions, Locked-in Retirement Savings Plans, Registered Retirement Income Funds, non-registered income, and part-time employment income. If you have one trusted advisor managing your investments, it's easier to determine how and in what order you should be withdrawing from all the different income sources to maximize your after-tax retirement income.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.