Cameron Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Financial Planning with Rob Cameron
I provide comprehensive financial planning. If we develop a successful working relationship, I can help you to achieve your goals.
Keys to a Successful Relationship: What You Can Expect
You can trust that I will consistently and responsibly perform all requested services and that I will be available when you need me.
I will:
- treat you with respect, honesty and dignity
- act as your agent, putting your interests first
- strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- explain the implications of the strategies I propose
- update you by email, mail and phone
- meet with you regularly to review your Personal Financial Policy Statement
Keys to a Successful Relationship: What I Can Expect
Effective communication and mutual respect are essential to a successful partnership, so I expect:
- trust
- respect
- honesty
- complete disclosure
- sincerity
- commitment
I expect you to understand that my recommendations are always based on your best interest. As my client, you need to know that all investment, tax, estate and insurance advice will be based on the information you provide to me. I expect you to participate enthusiastically in the financial planning process. Finally, since the growth of my business is achieved through qualified personal recommendations, I expect you to give me an honest opinion of my services and to introduce my services to others.
You have dreams. We have the expertise to help you make them a reality.
Rob and his team take great pride in working with their clients to help them meet their goals through a customized financial planning and disciplined wealth management approach.
Professionals at your service
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
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.