Cafferky Private Wealth of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Duncan, BC

Cafferky Private Wealth of RBC Dominion Securities

We have the experience, expertise, and resources to provide you with financial peace of mind, whatever uncertainties come your way.

Serving your wealth, serving your life

From established families to business owners and high-net-worth professionals to retirees, each Cafferky Private Wealth client is unique in their circumstances, needs, and vision for the future. We serve it all, enabling and safeguarding your and your family’s wellbeing – financial and beyond.

Bruce Cafferky is a very knowledgeable Financial Advisor that I have had the pleasure of learning from, since 2008. During that time he has guided my financial portfolio through some rocky markets and still managed to grow the net worth. I give him my highest rating and definitely recommend him.

—Ronda N.

Since 2009 Bruce Cafferky has been our diligent financial advisor. During that time our portfolio has grown and we have maintained our goals. His vast knowledge and clear explanations helped us to make more comfortable decisions. We also appreciate the way he addresses any unsettling situations in the markets or concerns from us in a timely manner.

—Jim & Carmen B.

Our family has been fortunate to have been served over many years by a virtual Hall of Fame cast of RBC Dominion advisors like Harold Proctor, John Harvard, and Mike DeBeck. Bruce Cafferky is a worthy successor to that legacy and we have huge confidence in Bruce’s rock-solid advice and steady hand. Bruce explains things clearly and is an excellent listener with regard to our needs and goals.

—Rob and Linda W.

Our team

Your dedicated financial problem solvers

We are seasoned professionals whose expertise runs deep and passion burns bright – a passion for guiding you through your wealth journey with clarity and confidence.

Bruce Cafferky

Senior Investment Advisor, Financial Planner

Erik Larsen

Associate Advisor

Naiomi Vega

Administrative Assistant

Kari Girdlestone

Administrative Assistant

RBC network

Solving your most complex problems

RBC Dominion Securities boasts the industry’s top resources and the very best financial, legal, and accounting specialists. We draw upon this extensive network to solve and execute upon your most complicated wealth issues – as well as capitalize on opportunities.

Financial planning

A detailed, professionally crafted plan acts as a guide for your financial path ahead and adjusts with life changes.

Legacy considerations

Through Wills, estate planning, and philanthropic giving, you can take control of your wealth’s future impact.

Wealth protection

The unexpected is to be expected. Tax-minimizing strategies and insurance solutions can help insulate you from loss.

Retirement planning

A fulfilling retirement means different things to different people. An individualized, goals-based plan will set you up for yours.

Banking solutions

Offering tailored credit and lending options, our RBC Private Banking partners can serve your specialized requirements.

Business owner considerations

The multifaceted and multi-dimensional requirements of your business are thoroughly considered and fully integrated.

Principal RBC partners

Analytical, dedicated, and responsive, each of our go-to RBC experts is exceptionally skilled in their respective specialty.

Eugene Dautzenberg

Financial Planning Specialist, Family Office Services, RBC Wealth Management

Grace Lai

Will & Estate Consultant, Family Office Services, RBC Wealth Management

Tim Greengoe, CLU. CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Darren Bank

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management

Christine Knox

Private Banker, RBC Private Banking

Phylicia Rye

Senior Trust Advisor, RBC Royal Trust

Working with Bruce Cafferky for the last few years has been both painless and successful. Yes, his advice and the decisions we’ve made had resulted in financial profit. In addition to that, Bruce and the colleagues alongside him – Kim and Gary – are courteous and professional. Most importantly, I trust Bruce to have my back and use his knowledge and experience to work with me and for me.

—Barb W.

Bruce has successfully managed our investments for over 13 years. We find him to be approachable, knowledgeable, and trustworthy. He takes the time to explore options, including our suggestions, providing us with factual information which allows us to make informed decisions. We have and will continue to recommend him to others.

—Craig & Wendy S.

We have known and dealt with Bruce Cafferky for many years. We are very happy with his knowledge & service and can recommend him as an advisor. He also has a well developed sense of humour.

—F.W.K. & D.C.K.

Bruce has been my personal investment advisor since 2008. He is unfailingly helpful, knowledgeable, professional, and personable. With the expert help of him and his team, my financial retirement plans are all coming to fruition. I feel confident about the future and look forward to working with Bruce and the RBC DS team for many years to come.

—Cindy W.

Colourful Muskoka chairs overlooking the water.

Investments

Protecting and growing your wealth in varied market conditions

Cafferky Private Wealth was founded in 2008, so approaching your investments with cautious optimism is in our DNA. Through our unique “core and explore” approach, we build your portfolio for steady growth, while emphasizing capital preservation and downside protection.

Close up of an office desk with a laptop and printed graphs.

Core

Not losing money – that’s our key focus when we invest yours. That’s why the majority, or core, of your portfolio consists of stable investments in proven companies that pay dividends. That’s our defensive edge.

Explore

We are deeply ingrained in market trends. We explore innovative high-growth equities and evaluate their potential. We invest a minority of your portfolio in those we deem to be the most promising.

We’ve been in this business long enough to have seen the ups and the downs. We build portfolios that protect through the down years – because they come, and they come on a regular basis. It’s much easier to sit in front of a client whose portfolio is down a bit when the market is down a lot.

9a3e864c42cee376d8bc62984751755b4024ea8e (1).png

A multigenerational family on a walk together.

Wealth management

Taking care of you now and for the future

When it comes to their long-term wealth, our clients have one question: Am I going to be okay? They may be thinking of having sufficient funds for their retirement or putting their kids through school without taking a lifestyle hit. Whatever the situation, our answer is always the same: We will make sure of it. To do so, we follow a thorough and disciplined process.

Silhouette with interconnected lines icon.

1. Establish risk profile

We start by asking key questions to determine your personal appetite for and comfort with risk, which serves as the backbone of our recommendations.

2. Make financial projections

We use a proprietary tool to show you what your finances look like today and where they can net out tomorrow, taking into account all possible circumstances and scenarios.

3. Create investment portfolio

We build your individualized portfolio based on your unique risk profile and personal goals following our proven “core and explore” model.

4. Consider wealth planning requirements

We draw upon the vast resources of our RBC network of experts to serve every aspect of your finances, ranging from legacy planning to wealth protection.