Buchanan Group of RBC Dominion Securities
Bob Buchanan, Senior Portfolio Manager
Meet The Buchanan Group
The Buchanan Group understands the complex process that comes with major financial transitions such as selling your business, selling your farm or retiring with a significant pension. They have a proven track record of delivering both risk management for capital protection and growth for future wealth creation. For many clients, The Buchanan Group specializes in replacing and providing predictable tax efficient income to those that have sold a major asset.
They have been involved in rural communities for their entire careers. They are proud members of the Canadian Association of Farm Advisors, and are known as the City Suits with Rural Roots.
The Buchanan Group brings expertise and experience to you and your family’s financial success.
Rural clients
Our firm may be based out of the city, but don’t let the suits fool you. Our family roots are from the country and we spent years living and working in rural southwestern Ontario. We understand that our rural clients have specific needs.
Given our family histories and our own experience growing up and working in agriculture, we have a unique understanding of the challenges our rural clients face.
Our first step is to come to visit you onsite. We’d love a tour of your business and to sit at your kitchen table for a coffee to discuss your financial well-being.
Clients often call us for advice and money management after they’ve made the largest transaction of their lives – sold their farm, sold another business or retired with a significant pension. We’re the call you make after you've made the decision to make the transition. Then our role is to protect that money and put it to work for you so that you can have a steady income to enjoy retirement.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our services
The Buchanan Group specializes in the following services:
Portfolio management
We professionally manage portfolios of stocks, bonds and real-estate for high net-worth families. We offer a competitive, transparent fee structure that is often tax deductible and our clients appreciate our straightforward approach to communication.
Income replacement
The Buchanan Group specializes in replacing and providing predictable tax efficient income to those that have sold a major asset. Examples of this include the sale of a business or retiring with a significant pension.
Estate and wealth protection
We have extensive experience dealing with inter-generational wealth transfers from business, property or estate. Our clients turn to us to simplify this process.
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
What our clients say about us
"When Bob started working with RBC Dominion Securities, he was able to offer our family a more diversified approach to our investments."
– Serge and Sheila | Rodney, Ontario
"He gets to know his clients well and routinely shares insights about what’s happening in the world, how it’s affecting the markets and why he’s investing the way he is."
– Randy and Rebecca | Strathroy, Ontario
"The team has always treated me well and has made it possible for me to maintain a lifestyle I enjoy and help my kids when necessary."
– Keith T. | Forest, Ontario
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.