Caron Jobin Team of RBC Dominion Securities
Your life goals, our driving purpose.
A word from Marc and Nancy
Welcome,
We believe that wealth management extends far beyond financial markets. At its core, it is about gaining a deep understanding of what truly matters to you—your aspirations, your values, and the legacy you wish to build.
With this in mind, we have developed an integrated approach that brings together all key aspects of your financial life. From portfolio management to financial and estate planning, including trust and estate services, philanthropic guidance, and private banking solutions, each element is thoughtfully aligned to create a cohesive and evolving strategy.
Our role is to provide clarity, simplify complexity, and support sound decision-making in an ever-changing environment. We are committed to building a close, enduring relationship grounded in attentiveness, discipline, and a deep understanding of your long-term objectives.
Over time, this relationship becomes a true partnership—one designed to protect, grow, and transfer your wealth with purpose and intention.
Because beyond the numbers, there are ambitions, families, and stories waiting to be written.
Your life goals, our driving purpose.
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
Portfolio construction remains at the core of our expertise, but it is part of a broader approach where every decision is made in the context of your overall financial picture. We develop tailored strategies based on a deep understanding of your objectives, risk tolerance, and tax considerations, ensuring long-term consistency and discipline.
Whether the focus is on growing your wealth, generating income, optimizing tax efficiency, or planning for retirement and wealth transfer, each dimension is integrated with precision into a structured and thoughtful framework.
How we do it
Our approach is grounded in a structured process that transforms your financial reality into clear, consistent decisions.
We begin with a comprehensive understanding of your situation — your objectives, time horizon, risk tolerance, and tax considerations — establishing a solid framework that guides every investment decision.
From there, we build tailored portfolios across asset classes, leveraging the depth of expertise of our firm’s strategists and research analysts. This collaboration provides access to advanced market insights and strengthens the discipline and quality of our investment decisions.
Finally, we maintain a continuous and disciplined oversight process, adjusting strategies as markets evolve — and more importantly, as your circumstances change — ensuring ongoing alignment with your objectives.
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
Community support
Lévis International Atom Tournament
For Marc, this event is an opportunity to get involved in his community by supporting local youth as well as those from elsewhere. For the 2019 edition, Marc hosted two players from the Czech Republic so they could participate in the Tournament. It was a very enriching experience for him.
Marc remains a proud partner of the Tournament year after year. He encourages young people through his involvement and dedication to the Tournament. His primary motivation for getting involved is to share his love for the sport with young people.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.