Daniel Kelly Private Wealth of RBC Dominion Securities
Our goal is simple: clear practical advice, responsive service, and tailored wealth strategies that fit your goals
Expert Wealth Management for Peace of Mind and Financial Confidence
As your wealth grows, so do the decisions—investments, taxes, estate planning, insurance. We simplify that complexity so you can focus on what matters. With 28+ years of experience, our team takes time to truly understand your goals and creates a straightforward plan tailored to your situation. We combine proven strategies with personalized service, ensuring your portfolio protects what you've built.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Your Dedicated Team Providing Wealth Management Solutions
Leaning on experience and industry accreditations, our team of experts help bring financial peace of mind to clients like you.
Our Firm
A Century of Expertise
For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. We are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world.
Client-First Values
We are committed to earning our client’s trust by building lasting relationships and confidence, putting your interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in. Forward-looking, innovative and committed to helping our clients thrive and communities prosper – we are the partner you can depend on to help you achieve your financial goals.
Industry Leadership
Daniel Kelly Private Wealth is a part of RBC Dominion Securities. RBC Dominion Securities has been helping investors achieve their goals since 1901. Today, the firm is Canada’s leading provider of wealth management services, trusted by more than 400,000 clients.
Strength of RBC
RBC Dominion Securities is the largest component of RBC Wealth Management in Canada. RBC Wealth Management is among the top 5 Wealth Management firms globally. In 2016 RBC Wealth Management was ranked #1 Canadian Private Bank by; The Family Wealth Awards New York, Euromoney, The Global Private Banking Awards, and Scorpio Partnership.
RBC Wealth Management is part of RBC, Canada’s largest financial institution. As of Feb 2016 RBC was the 14th largest financial institution in the world, with amongst the highest credit ratings given any financial institution. As part of RBC we work closely with our partners in other business units to provide clients with the best experience possible.
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
In the Community
We are pleased to support a number of causes and participate in many great community events throughout the year. We look forward to adding more to this page in the near future!
RBC Run with Pride
Habitat for Humanity Build Day
In support of Habitat for Humanity Heartland Ontario
4th Annual KickAbout charity soccer tournament
In support of the Sunshine Foundation of Canada
5th Annual London Walk & Talk for Mental Health
In support of Family Service Thames Valley and the Defeat Depression campaign
London Corporate Challenge
In support of The Ronald MacDonald House of Southwestern Ontario
Team RBC Wealth Management
Habitat for Humanity Build Day
4th Annual London Walk & Talk for Mental Health
In support of Family Service Thames Valley and the Defeat Depression campaign
Walk a Mile in HER Shoes
In support of ANOVA (formerly Women's Community House)
Run With PRIDE
Supporting Family Service Thames Valley and the Pride London Festival
Visit to Cedar Row Farm Sanctuary
Mind Games
In support of Children's Heath Foundation. Child and Adolescent Mental Heath Care Program.
