Carter Epp Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Wealth management advice built for you
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life, and you require professional assistance with the management of your wealth, we can help.
Recognized as one of the leading investment advisory teams in Nanaimo, Carter Epp Private Wealth Management of RBC Dominion Securities provides a complete range of wealth management services designed to your unique specifications.
Find out more about how wealth management solutions can help you enjoy your success as you preserve and grow your wealth for tomorrow.
Meet Carter Epp Wealth Management
With over 100 years of combined experience, our team of professionals have the hands-on expertise and the technical knowledge to help you achieve all your financial and personal goals.
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.
A proven process to achieve your goals
We’ll review of your financial history and previous investment experience to understand how you got to where you are today.
We’ll take the time to understand your financial needs and goals, your aspirations for the future, and your profile as an investor.
We will develop a customized plan designed to clarify and achieve your objectives.
We’ll put your plan into action with a custom-designed investment portfolio that reflects your needs as well as the current markets and future opportunities.
We’ll ensure your portfolio evolves with both your changing personal situation and market conditions.
We’ll conduct regular and ongoing reviews either in person, on the phone or via e-mail.
Serving specialized needs
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.
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.
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.
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.