Campeau Konnert Wealth Management of RBC Dominion Securities
We make lives better
Let us take the stress off your shoulders
Our team is committed to providing peace of mind and financial assurance to all our clients. We pride ourselves on our ability to cultivate long-lasting bonds that span generations, built on trust, reliability, and understanding. Our disciplined portfolio management approach is rooted in clarity of objectives and a long-term methodology, uniquely tailored to each client's aspirations and goals.
Listen to our latest podcast episodes
"Wealth Wisdom with David Campeau" is a podcast series designed for everyone, offering insights into the latest economic trends, investment strategies, and regulatory updates.
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 are highly experienced at managing wealth for affluent investors. With over $900 million in assets under administration, we seek to provide a full-service client experience. Managing each client’s wealth goes beyond the investment portfolio — we find ways to address all aspects of their financial picture.
How we do it
Our comprehensive approach to helping you achieve your desired financial future extends far beyond investment advice and includes family wealth management, custom-designed portfolios, business planning, and insurance planning. With our integrated approach to wealth management, we can help you protect your lifestyle, manage your nest egg, plan your retirement, and create a lasting legacy.
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.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Athletes and entertainers
Whether you’re a player or a performer, we’re here to make your life easy. From customized investment portfolios to cross-border financing, we’re committed to helping you build a solid financial foundation that lasts.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.