Campeau Konnert Wealth Management of RBC Dominion Securities Inc.

Campeau Konnert Wealth Management of RBC Dominion Securities

Delivering personalized financial solutions with integrity, transparency, and heart

We work hard to make lives better

At Campeau Konnert Wealth Management, our team works hard to make your life better by providing expert advice and tailored solutions that are unique to you, your situation, and your aspirations. By leading with integrity, transparency, and heart—and utilizing over a century of combined industry experience—we manage your wealth with the utmost care so that you can focus on what matters most.

A collage of four images: one of professionals working together, one of a young family of three, one of a granddaughter hugging her grandparents, and one of a hand on a car's steering wheel.

We believe in following through with our promises, living by our principles, and delivering excellent service with integrity. Every member of our team works hard to make a difference in our clients’ lives, making sure that all the right things are in place so that they can live the best life possible.

—David Campeau & Andrew Konnert

Leading with heart

We lead with heart by putting our clients’ well-being first. Be it personal or financial, we make sure that your goals are aligned with your vision of the future and that you are comfortable and confident in the road ahead. By leveraging over 100 years of combined experience, our individual strengths, and our extended network of RBC partners, our team works hard to help you achieve your dreams and set you on the path towards success.

David Campeau

Senior Portfolio Manager & Wealth Advisor

Andrew Konnert

Senior Investment Advisor

Dax Naples

Associate Investment Advisor

Erin Ayden

Senior Associate

Jordan Sanders

Associate Investment Advisor

Lauren Storoschuk

Team Operations Lead

Sarah Troyer

Client Experience Associate

Luca Dal Sasso

Associate

Molly Lee

Administrative Assistant

Our principles

30 years. 10 principles. 1 purpose.

Since our team’s inception in 1995, David Campeau and Andrew Konnert have built a practice focused on one thing: making lives better. Our list of principles—derived from decades of experience in the industry and in life—lays the foundation for every decision we make today. We believe that these principles make up the core of our approach and are the reason our service standard is one step above the rest.

We appreciate everyone who has trusted us to manage their wealth.

We always act in the best interests of our clients.

We devise financial strategies with objectivity, not emotion.

We are proactive and transparent with our advice and communications.

We always tell the truth.

We treat everyone with respect.

We will act as a steady hand in uncertain times.

We are consistent and reasonable in all interactions.

We are diligent in our process and consistent in our discipline.

We honour and cherish the freedoms of wealth, time, relationships, purpose, and health.

Suspension bridge in Vancouver with mountains in the background.

Our approach

Drawing the map to your financial future

As we draw the map to your financial future, we help to define what matters most to you. Through in-depth conversations and a meticulous examination of your wealth picture, our team delivers an integrated wealth and investment strategy that aligns your goals, seeks opportunities for growth, protects your wealth, and leaves you with financial peace of mind.

Align your goals

Whether you want to build your legacy, generate retirement cash flow, or update your Will and estate plan, we begin your wealth journey by delving into an in-depth discussion about your life and what you want to achieve. Then, our team will simplify, streamline, and align your goals by creating holistic wealth management solutions that are tailored to your specific needs and engineered for your success.

Thank you to Dave and his amazing team for managing our portfolio for over 20 years! He has assisted us in preparing for our retirement through all the ups and downs of the market. Dave is honest, professional, and passionate about what he does. His communication is direct and intelligent. He always has our best interests in mind when helping us make decisions about our portfolio.

—Annette W.

For over 15 years, my family has entrusted our investments to Dave and his team. Their professionalism, friendliness, and unwavering support have been indispensable in meeting our investment needs. The experience of working with Dave and his team has been nothing short of exceptional. I wholeheartedly endorse their services for anyone seeking a secure, comfortable, and professionally managed financial journey.

—Belinda M.

My husband and I have been clients of Dave’s for over 25 years. It has been a great experience working with Dave and his team. They are knowledgeable, professional, and very pleasant to work with. Dave’s personalized approach, solid advice, and great communication skills make our interactions smooth and enjoyable. More importantly, Dave has helped us prepare for our retirement. We have and will continue to recommend Dave as a trustworthy and knowledgeable financial advisor. We look forward to many more years of working together.

—Kathy C.

Dave and his team have looked after our investments for more than 15 years. At all times, we have felt comfortable with the advice we have received from Dave. Before our retirement, Dave arranged a meeting with several specialists to ensure that we were able to make the correct decision as to when to retire. We are so fortunate now. We are doing financially well and have enjoyed every day of our 14-year retirement. We are thankful for the sound advice we have received from Dave.

—Britta J.

My wife and I have worked with Dave and his team for over 25 years since immigrating to Canada. They are knowledgeable, professional, and very pleasant to work with. He has always taken the time and been patient in answering our questions, and his personal approach is highly appreciated, especially when we discuss managing accounts to leave to our adult children. I highly recommend Dave and his team as resourceful and trustworthy financial advisors to help prepare for our retirement. Looking forward to many more years of working together.

—Paul H.

I have worked with Dave and his team for most of my career. Now that retirement is soon to be reality, I am benefiting from the consistent good returns on my investments, but more importantly from Campeau Konnert Wealth Management’s support for my financial planning. Their knowledge, professionalism, and kindness is most appreciated.

—Richard B.

The Vancouver seawall at sunset, with the sun glistening off the water.

Our resources

Helpful resources for your financial journey

Below is a list of guides and resources to help you along your financial journey. If you have any questions at all, please feel free to contact our team, and we would be more than happy to assist you.

The RBC Wealth Management Financial Literacy Program

Investing 101: Introduction to investment types

Wills and Will planning guidebook

Family wealth guidebook

Business owners guidebook

Estate planning guidebook

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Our events

Extending an invite

Campeau Konnert Wealth Management is proud to extend an invite to RBC’s engaging, entertaining, and educational events for our clients. If you would like more information about any upcoming event, please subscribe to our mailing list below or contact our team today.