Cross Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
We are proud to be part of RBC!
Cross Wealth Management Group is proud to be a part of RBC, Canada's most trusted financial institution with operations in 21 countries around the world. RBC Wealth Management is the world's 5th largest wealth management firm by client assets under care. RBC Dominion Securities, the full-service investment management arm of RBC Wealth Management, is the clear leader in Canada in terms of portfolio management expertise, financial planning resources, and reputation.
The RBC Sports Professionals Program
Cross Wealth Management Group is an exclusive member of the RBC Sports Professionals program. Established in 1989, the RBC Sports Professionals team brings together top advisors and wealth management specialists who provide integrated financial services and tailored strategies to help athletes and their families manage their finances and their lives.
White Glove Service
Cross Wealth Management Group acts as a single point of contact for busy clients. We offer a comprehensive range of wealth management services from investment advice and portfolio management to financial, retirement and estate planning.
Our clients include professional athletes, entertainment industry professionals, corporate executives, successful business owners, medical professionals, legal and accounting professionals, and entrepreneurs.
We have over 20 years of experience of working with high and ultra-high net worth investors, and we employ a unique customized investment program along with a groundbreaking white glove concierge style service.
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.
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.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.