Degelman Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help make them a reality.
Degelman Private Wealth Management is a team of highly dedicated wealth management professionals committed to meeting your financial goals & objectives. We have access to Canada's industry leading research, as well as some of the country's leading financial planning expertise including tax, business succession, insurance and estate planning exclusive to RBC Dominion Securities.
In addition, we often work with your accounting and legal professionals to maximize the potential of your wealth management strategy.
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 process
The process we apply to our client relationships is what sets us apart. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations. We truly care for each and every client and are passionate and committed to offering trusted advice for all of life’s many stages.
Our commitment to our clients
We use a unique wealth advisory approach to thoroughly understand your specific goals, preferences and circumstances. As such, our advisory services are highly customized and designed to meet your individual needs. By integrating and managing all of your investments, retirement, insurance, tax and estate planning needs we act as your personal CFO.
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.
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.