A personal yet systematic approach to wealth management
At Criterion Capital Group, we don’t just offer investment advice – we simplify your wealth and safeguard your future with a personalized, proven, and all-encompassing wealth planning system that takes into account your family’s priorities, ambitions, and goals.
Who we are
Criterion Capital Group of RBC Dominion Securities
Our dedication, expertise, and refined processes make us exceptional at building and protecting wealth. More importantly, however, it’s our openness, accessibility, and sincerity that shows our clients they can trust how we, alongside our partners, put our capabilities to work.
Jim Keith
Rob Wilson
Sarah Cuzzetto
Sarah Mulford
Irene Trinco
Tanvee Sehgal
Holly Ferris
We promise to:
Be here when you need us
As our client, a single phone number connects you to an experienced member of our team who is familiar with your world, and as eager as they are empowered to help. We cover your day-to-day needs with systematic precision, and ensure that any time you have a question or concern, you also have immediate access to expert advice.
Find every way to enhance your wealth
We bring the best minds together to proactively, efficiently, and thoroughly protect your hard-earned savings, always seeking to implement truly personalized strategies unique to you and your family’s needs. Whatever your situation calls for, our team and RBC partners work shoulder to shoulder to design the right solutions.
Manage your wealth like our own
For every piece of advice we offer, and every investment decision we make, we remain personally and professionally committed to your family’s well-being. We hear the emotion and drive behind every financial goal you have, and aim to be a dependable, illuminating ally in what can feel like a complex path to financial success.
How we work
Simplifying your wealth with our family office approach
As your success grows, so does the complexity of your financial life – and that of your family’s. To that end, our team expertly coordinates, manages, and simplifies your financial affairs with a family office approach, ensuring you can focus on what matters most to you.
Active listening
We provide you and your family the dedicated time and space you need to express your unique concerns, share your goals, and envision the life you want to live.
True collaboration
We see our team as a family serving families, and we leverage our closeness to share regular updates, insights, and expertise to deliver truly tailored advice.
Simplified solutions
We simplify the complexity of your wealth, seamlessly coordinate your affairs, and partner with industry-leading experts to help you and your family achieve your goals.
360 degrees of support for you, your family, and your business
Leveraging decades of experience and a team-wide commitment to your family’s financial well-being, we pride ourselves on delivering all-encompassing advice in every facet of your wealth, from financial planning to investment management and beyond.
We design a robust and comprehensive investment portfolio based around your Investment Policy Statement (IPS) – a document that outlines your short- and long-term objectives, risk tolerance, income needs, and other unique preferences. Then, our Investment Committee meets daily to align your investments to the evolving market.
A family wealth plan is essential to safeguard what’s been built for future generations. To that end, our knowledgeable team works with you and your family to determine an appropriate structure to help meet your family’s goals and establish fair outcomes – all while thoughtfully navigating the emotions and dynamics that may naturally arise.
Minimizing and managing your tax obligations isn’t an afterthought for our team – it’s an essential part of our overall family office approach. Based on your unique circumstances, we recommend a range of tax-smart strategies and tax-efficient investment vehicles that lighten your family’s tax burden and help you accomplish your goals.
Whether you’re building, selling, or passing your business on to the next generation, we provide in-depth owner and succession planning to meet your specific needs. From helping you make challenging decisions to taking advantage of opportunities, our dedicated specialists work diligently to optimize your wealth at every life cycle stage.
Your retirement and financial plan should be as unique as you are, taking into account the values, beliefs, and goals specific to you and your family. With our personalized and collaborative approach, we work with you to define an intergenerational plan that sets you up for success and offers unwavering long-term support throughout all life’s moments.
You and your family have causes and organizations that are near and dear to your heart – we have plans and strategies to help you make a difference. By discussing your values and objectives, we incorporate philanthropy and structured charitable giving into your overall wealth plan so that you can build a lasting legacy for generations to come.
You’ve worked hard to build a life that supports and encourages the needs and goals of your family – we work equally hard to protect it. From helping you retain more of your assets to easing the transition of wealth to the next generation, we build you an all-encompassing Will and Estate plan that provides true peace of mind to you and your family.
As part of our holistic family office services, we take an intergenerational approach to help your family build sound financial management skills. By instilling sound advice and offering practical learning opportunities, we seek to set the stage for a lifetime of informed and confident financial decision-making to ensure your future success.
As part of RBC Dominion Securities, Canada’s largest full-service wealth management firm, our team has priority access to industry-leading banking partners in a range of relevant fields. From RBC Private Banking to RBC Commercial Banking, we seek to simplify, consolidate, and optimize your banking needs according to your objectives.
What we do
Safeguarding financial futures for generations to come
Your wealth and investment strategy should be inextricably linked. With our family office approach, we serve as a single point of contact in providing you, your family, and your business advice that simplifies your complex needs and propels you towards the future you’ve envisioned.
Wealth planning: The greater picture
Lasting relationships tend to start the same way – with a simple, honest conversation about what matters to you, and by listening intently. We take the time to uncover and understand your important financial goals, then collaborate with our extended team of estate, business, trust, tax, and legacy planning specialists to help achieve them.
An intergenerational wealth plan
Our team and partners design, maintain, and document a fully customized family tree and wealth plan that will serve you and your family for generations.
Integrated, lifelong support
We are your dedicated wealth advocates for life, often sitting in on meetings with you and our estate planning, tax, and Will & Estate specialists or other professionals.
Dependable follow-through
Leave it to us to follow-up – with you, your accountants and lawyers, and our partners – and keep every component of your plan in motion.
Investment management: Steadily growing wealth
We’re in the business of securing lifestyles and building enduring legacies – and that takes a robust investment portfolio, carefully monitored. First, we work together to outline your investment objectives, comfort with risk, and income needs. Then, we help make it happen.
Peace of mind investing
With the support of our team, you can take a step back from investing with full confidence that trusted professionals are systematically growing your wealth.
Disciplined oversight
Our Investment Committee meets daily to align your investments with the evolving market landscape and any changes in your life or that of your family.
Vast research capabilities
RBC’s industry-leading team of economists and market analysts is one of our greatest assets – helping to shape a preservation-first portfolio that’s personalized to you.
CCG Insights
Client guides
Curating resources to ease your financial life
As part of our ongoing commitment to your financial literacy, we are proud to provide a series of helpful tools and guides to ease your financial life. Should you have any questions about the resources below, we invite you to contact us directly and we’d be happy to support.
Helpful tools
Sign in to WM Online
Get safe and secure access to your Wealth Management Online account.
Free financial literacy course
Improve your skills with the McGill Personal Finance Essentials course.
Client guides
View your eDocuments
Get access to your account statements, trade confirmations, annual reports, and more.
Transfer funds quickly
Conveniently and safely transfer funds into your RBC Dominion Securities accounts.
Set your Account View
Nickname your accounts for easy reference and hide the ones you don’t want to see.
Send secure messages
Safely send and receive messages containing personal and confidential information.
Protect your privacy
See how protecting your information is among our highest priorities as a team.
The word Criterion means “a principle or standard by which something may be judged or decided.”
Discover how we set the bar for service excellence.
Email:criterioncapitalgroup@rbc.com
Phone:250-372-5675
Toll-free:1-888-773-1773