Caldwell Patrianakos Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Helping Physicians Achieve Their Financial Goals
A successful financial plan starts by cutting through the noise.
Markets, headlines, and the demands of a medical career can make it difficult to focus on what matters most. By asking the right questions, listening carefully, and building a thoughtful plan, we help bring clarity to your financial life.
Whether you're looking to better understand your finances, prepare for retirement, build a lasting legacy, or navigate changes in your career, our advice is guided by your goals—not by market distractions.
With more than two decades of experience serving physicians and other professionals, we've built a team of trusted specialists, including financial planners, accountants, lawyers, estate planning professionals, and insurance experts. Together, we provide the coordinated advice needed to help you make confident financial decisions.
We specialize in working with physicians and their families who value trusted advice and want to confidently delegate the complexities of wealth management to professionals who understand the unique challenges of medical practice.
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 Philosophy
Good financial advice shouldn't be complicated. It should be clear, purposeful, and built around your life—not the latest market trend.
Keep it simple
If an investment can't be explained in plain language, it's probably not the right one. We believe the best strategies are those you can understand and have confidence in.
Start with your goals
Every dollar should have a purpose. Whether you're planning for retirement, building wealth, protecting your family, or preparing for opportunities you can't yet predict, your goals shape every recommendation we make.
Define risk on your terms
Risk means different things to different people. For some, it's market volatility. For others, it's running out of money, preserving capital, or achieving a specific lifestyle. Understanding what matters to you is the foundation of a sound financial plan.
Invest with discipline
No one captures every market opportunity—and that's okay. A successful long-term strategy is built on patience, diversification, and consistency, not chasing every headline or trend.
Personal advice, not standard solutions
Your financial life is unique. We take the time to understand your goals, experiences, concerns, and priorities before building a strategy that evolves as your life changes.
Investments are only one part of your financial life. Tax planning, insurance, business succession, real estate, retirement, and estate planning all work together. Looking at the complete picture helps create better long-term outcomes.
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.