Burk Private Wealth of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Toronto, ON

Burk Private Wealth of RBC Dominion Securities

Where sophisticated, lifelong investment strategies are designed for this generation – and the next

Your wealth – tailored to perfection

At Burk Private Wealth, we combine the vast resources of RBC with a boutique approach to offer high-net-worth individuals, business owners, and innovators bespoke investment and wealth management services.

Progressive, proactive, and pragmatic

We’re a team of highly skilled experts dedicated to providing discerning investors with exclusive, customized wealth solutions.

Matthew Burk

Senior Portfolio Manager

Lucas Salvaggio

Associate Advisor

Jack O'Shea

Associate

Advisors who execute on opportunities in front of them, and leverage the planning and investment capabilities of RBC wealth management, are the advisors who are building outstanding businesses.

– Matthew Burk

Globe with multiple rings circling around it.

Your experience

The full client experience

At Burk Private Wealth, we pride ourselves on our ability to excel through favourable times and challenging times and, in turn, help our clients do the same. We work closely with a diverse range of clients – local and global – to find opportunities, solve complex problems, and deliver the highest level of service.

Two men standing in a bright, modern kitchen washing lettuce.

As an expert in providing customized and tax-efficient guidance to high-net-worth individuals, we partner with business owners and well-established families to manage their assets and set them up for multigenerational success.

Invest for today

The full investment universe

Our sophisticated investment management approach is tailored to your unique circumstances and risk capacity. With access to the global insights and thought leadership of RBC’s world-class, globally recognized investment committee, we ensure that you are positioned opportunistically, taking all assets into consideration.

Very conservative

Key characteristics: The focus is capital preservation. The portfolio will typically be invested mainly in fixed income and other low volatility instruments with a small allocation to equities to provide some protection against inflation. The investor in this category has a low tolerance for loss over their investment horizon.

Conservative

Key characteristics: The focus is wealth preservation which includes an element of growth to retain the real (inflation-adjusted) value of the portfolio. The portfolio will typically include fixed income instruments as well as some exposure to growth assets. The investor in this category has some tolerance for loss over their investment horizon.

Balanced

Key characteristics: The focus is capital appreciation with a secondary focus on wealth preservation. The portfolio may include exposure to all asset classes and carries moderate risk of loss over the investment horizon.

Growth

Key characteristics: The focus is on long term capital appreciation, with moderate wealth preservation. The majority of the portfolio will typically be invested in a blend of growth assets. The investor in this category has a higher tolerance for risk over their investment horizon.

Aggressive growth

Key characteristics: The focus is the maximization of long term capital appreciation. The portfolio will be invested mainly in growth assets and may have a higher proportion of higher risk investments and possible concentrations. The investor in this category has a high tolerance for risk over their investment horizon.

We consistently find opportunities for our clients, even when other market participants are fearful.

– Matthew Burk

Private Investment Management: How it works

Two people reviewing printed spreadsheets and graphs spread out on a desk.

Benefit from a dedicated portfolio manager

Only experienced investment advisors who have met strict, industry-wide qualifications for assets under management can offer this premium service.

A young couple looking down at their laptop and smiling.

Ensure all your unique needs are understood

After designing your financial plan, we craft an Investment Policy Statement (IPS) that reflects your objectives, risk appetite, time horizon, and tax considerations.

Bottom-up view of several modern skyscrapers under a clear blue sky.

Receive the highest standard of ethics, education, and oversight

Assets are thoughtfully selected based on core quality requirements, with additional third party monitoring to make sure your investment strategy is aligned to your preferences.

Bottom-up view of a modern, reflective skyscraper under a clear blue sky.

Plan for tomorrow

The full spectrum of services

Backed by the industry-leading tools and resources of North America’s premier wealth management firm, with over 250 top-tier tax, legal, and financial professionals, we offer an exclusive, family-office style approach tailored to your specific needs.