Chapman Private Wealth Group of RBC Dominion Securities
With our institutional experience and approach, combined with a “do whatever it takes” service model, we offer unparalleled client focus and guidance.
Truly differentiated advice
We're not here to just manage your money – we are here to make your life easier with a true family office approach. We work tirelessly for you, leveraging the top platform in the industry, and applying insights gained over 20 years of institutional experience on Bay Street. Given our disciplined process to portfolio management, we help foster client success through all market conditions. We work with you to build the most comprehensive, effective and sensible wealth solution that will allow you to focus on you and your family.
Listen to our latest podcast episodes
A podcast for high-net-worth investors, business owners, and decision-makers, exploring market insights and strategic wealth planning tailored for sophisticated audiences.
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
Our core focus
Wealth planning for affluent individuals and families is rarely straight forward. Our approach is to operate as your personal and outsourced CFO, aiming to minimize complexity and make this part of your life easy to understand, easy to monitor and easy to discuss.
We bring together an exclusive network of resources to support you, and leverage the strength of RBC, Canada’s largest financial services organization. We have carefully cultivated an extensive network of experts, both within RBC and in the business community. We will often find solutions and strategies that you may not have been aware of, and can tackle the potentially complex and thorny issues that may present themselves. Whether you would like to utilize our specialists, have us work with professionals you have used in the past, or a combination of the two, we are committed to making your life simpler while implementing comprehensive solutions that are aligned with your goals.
The client-first process
We will take the time to sit down with you to understand your needs and investment objectives. Once we have this understanding, will we design your personal investment strategy, which will be clearly defined and based on proven principles. We will focus on wealth preservation, income and capital appreciation through a customized portfolio. We will integrate and leverage our extended team of professionals to work with you to bring the relevant expertise to recommend estate and tax planning opportunities to complement your investment strategy. We bring together only the best wealth management professionals, each specializing in disciplines like investment management, wealth planning, trusts, Wills and estates, business owner planning, credit and insurance (life and P&C).
Our process is focused on building long-standing relationships. We ask the tough questions and provide straight advice. Whether you are navigating life’s milestones, managing business transitions or thinking about your legacy, we offer actionable guidance that is relevant to your family’s changing dynamics.
Every client is core to our practice, and benefits from the same thorough process, service commitments and transparency.
We listen to and work closely alongside you, provide our guidance, develop a roadmap, and put your planning and investments in place – together.
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: 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.
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.
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.
Professionals
We have the expertise and resources to tackle the often complex needs of high-level professionals in finance, law, medicine, and other demanding fields.
Paul's insights & partner memos
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Empowering women
Women have made incredible strides, both personally and professionally, but there is still much progress to be made. Women are often the stewards of the family's wealth, and own/run almost half of all businesses in Canada.
Women have made incredible strides, both personally and professionally, but there is still much progress to be made. Women are often the stewards of the family's wealth, and own/run almost half of all businesses in Canada.
We can help by:
- Being your dedicated coach: Who expertly guides you through life’s transitions, such as divorce, the sale of your business, the death of a spouse, caring for parents and children, or the planning or settling of an estate.
- Help you garner confidence: That your wealth is well managed and on track to the future you’ve envisioned, so you can focus on the people and passions in your life.
- Bringing process and focus: We help address your life events and long-term goals, while focusing on real solutions over products.
We also work closely with local organizations, such as Women, Worth and Wellness to help empower women.
Our community
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
A Successful Fundraiser for CGMH - Spring 2022
We hosted 40 women at the beautiful Duntroon Highlands golf course for another successful fundraiser for the Innovation Fund at CGMH!
A Family of Goalies!
From our favourite NHL goaltending coach Steve McKichan (Future Pro), a nice video from his YouTube series where he profiled my son Stanley and me. I discuss the similarities in the preparation, journey and focus required for professional athletes, business professionals, and beer league hockey players (I tick the box on all three of these for better or worse!). Simplify when possible...
Junior Achievers!
I'm proud and humbled to have worked with Junior Achievement Canada (https://www.jacanada.org/), and help to give some basic financial and entrepreneurial perspective to the students at Admiral Elementary School. JA Canada was founded in 1955, and has been inspiring and preparing youth to succeed by providing opportunities to learn financial literacy, entrepreneurship and work readiness skills with engaging programs and the help of dedicated volunteers.
Financial literacy for youth is a passion of mine, and often this is a subject that is overlooked for many students as they grow and learn. JA Canada does a great job of putting together relevant programs and getting into the classrooms to give hands on learning and case studies for our students. This will be an initiative that I will continue to focus on.
Growling Beaver 2020
Sept/20
Like most functions and charitable events, the Growling Beaver had to reinvent itself and its approach this year given the current environment. They've managed to raise nearly $2 million for people living with Parkinson’s, including $200,000 for the virtual version, which is amazing. I was honoured to support and join the ride this year, and look forward to many to come.
100 Men Who Care
100 Men Who Care is a fantastic initiative that has hundreds of local chapters across the country. Why not get together with 99 friends a few times a year, enjoy some social time and support local initiatives in your area with a meaningful collective donation? It's truly a win-win initiative.
100 Men Who Care & Events For Life
100 Men Who Care South Georgian Bay is an organization that has been pressing through these unique times, most recently gathering virtually to support another local charity and great cause. Our September donation ended up at $5,500 which is amazing given it was the group's first virtual meeting. Below is a photo of a few members celebrating the gift with the Events for Life team. We had the chance to meet a participant and volunteers. They were extremely grateful, and we are happy and humbled to help where we can. You can find out more about Events for Life here.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.