Chan and Brown Wealth Management of RBC Dominion Securities
Complete wealth management goes well beyond your investments.
You spend your life building your wealth. We are here to secure it so you don’t have to risk the lifestyle you worked so hard for.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Process
Initial Discussion
Our first step is getting to know you and what is most important to you. We will also answer any questions that you may have. We are not going to be a fit with everyone, but we are happy to have a chat to see. If we are not, we will gladly point you in the right direction.
Our plan for you
At this stage, we develop our recommendations and outline our proposed strategy for helping you achieve your goals. We will review our plan to minimize your taxes, protect your estate and invest your savings, answering any questions you have along the way.
Implementation
If we make a mutual decision to move forward, the next step is to implement your strategy. At this stage, we bring in our extended team of professionals to ensure all aspects of your financial picture are considered. Insurance solutions, estate and legacy planning, tax strategies, and beyond.
Ongoing reviews
A plan is not a one-time event. Life is always changing – your plan needs to reflect that. Regular meetings and reviews keeps us informed of any relevant developments in your life, and keep you informed of your progress towards your goals.
Our Philosophy
Complete wealth management goes well beyond your investments.
Securing What You've Built
Investing is only one piece of your financial puzzle. As you continue to build your wealth, the more complicated the puzzle becomes. Many try to force pieces together. Focus on specific pieces without stepping back to look at what they are building. Or forget pieces.
They end up an incomplete puzzle. There are gaps, the pieces don’t fit together, or they build something that is very different than they had in mind.
The Financial Puzzle
We use a complete wealth management process to help you build the puzzle you have always dreamed of. We will help identify all the essential pieces that you may not have considered.
We are here to help you achieve the things that are most important to you. Whether it is your ideal retirement, taking care of your family, giving back to the community or creating a lasting legacy. We will help make it happen with a wealth plan made just for you.
Complete Wealth Management Process
We work in collaboration with accountants, lawyers and other professionals to design a coordinated financial strategy that minimizes taxes, ensures your estate is efficiently passed on and invests your savings. We help to secure and build your wealth over the long-term so you can do the things that are most important you.
Planning for What Matters Most
At the end of the day, what matters the most is having the peace of mind that your financial puzzle is built like you want.
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.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
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.