Cadman Wealth Management of RBC Dominion Securities
Your life goals drive our mission
Your ambitions deserve expertise. We're here to help make your dreams a reality.
Our team of experts is ready to help you capitalize on opportunities, navigate challenges, and achieve your goals. We take a comprehensive, personalized approach—leveraging RBC's sophisticated tools, best-in-class resources, and specialized expertise to manage, grow, and preserve your wealth.
Client Testimonials
Amy has been our trusted Investment Advisor for many years. Her expertise has guided us to wisely invest and grow our savings, enabling us to comfortably enjoy our retirement. Amy is very client focused, connecting with us when needed, providing reassurance, insight and direction, especially during recent market volatility. We would highly recommend Amy as an Investment Advisor who is able to provide confidence for her clients and trust in her proven professional abilities.
-Alex & Susan
Amy Cadman has been an important part of our financial and personal life for over twelve years within the RBC Institutions. Amy knew and understood all of our personal and business affairs and the three of us shared our family stories, characteristics and plans. We trusted her advice and our investments continued to grow after 20 years of retirement and drawing all our income from our RIF's. Amy assisted us to implement a "last to die" insurance which will cover any taxes owing on our estate. You and we are well served by Amy Cadman as our and your Financial Advisor.
-Murray & Susan
Your Trusted Professional Team
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
We personalize our service around you—starting with understanding your unique needs and goals.
What we do
We design investment portfolios tailored to your needs—today and tomorrow—using a disciplined process to keep you on track. Whether you're focused on growing wealth, generating income, minimizing taxes, or planning for retirement, we customize our approach to your circumstances.
Before making any recommendations, we take time to understand your full situation, assess your risk tolerance, and establish realistic long-term objectives aligned with your comfort level. When needed, we also connect you with our network of RBC specialists in insurance, estate planning, and business planning—ensuring every aspect of your financial life is thoughtfully addressed.
How we do it
Our four-step portfolio process keeps your investments aligned with your goals at every stage.
Discovery. We begin with an in-depth conversation to understand your needs, goals, time horizon, and risk tolerance.
Strategy. We develop an Investment Policy Statement—the guiding principles that shape how your portfolio will be managed.
Construction. Working with our investment strategists and research analysts, we build your personalized portfolio with the optimal balance of stocks, bonds, and cash.
Monitoring. We continuously review your portfolio, making adjustments as market conditions change to ensure it stays aligned with your objectives.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.