Cooper Private Wealth of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Cooper Private Wealth provides wealth management services to a select group of high and ultra-high net worth families.
We will take the time necessary to build a deep relationship, and to truly understand your family.
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 philosophy
While helping families and professionals manage their wealth, I noted that clients were struggling to understand the impact and methodology of large inter-generational wealth transfers. Many had not fully discussed, or fully disclosed, their financial situation to their adult children. In certain situations, this had created problems that caused families to mismanage tax consequences. In our experience, this can also lead to asset mismanagement by the untrained inheritors.
Our process
Our process evolved over time into a two-pronged approach. Firstly, managing the assets, secondly, and most importantly to the clients…helping them begin an integration process with their adult children and/or spouses…where the participants start an education designed to prepare them for the eventual handover of control. With our emphasis on communication and a clear process in place, I am confident that we can help you grow and protect your wealth, and efficiently transfer it to your loved ones when the time comes.
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.
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.