Di Iorio Family Wealth of RBC Dominion Securities
Think bigger. Act bolder. Invest better.
Become a Better Investor
Our focus is helping make people better investors.
We accomplish this by taking a more relevant approach to investing and planning, leveraging the power of compound interest, and creating an environment of procedural trust with our clients.
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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.
Our Clients
Di Iorio Wealth Management of RBC Dominion Securities’ investment strategies are designed to free up time for individuals, families, businesses and other organizations from the burden of daily management.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Entrepreneurs & technology
Over 50% of our clients are entrepreneurs, with strong representation from the Technology industry. Our team works particularly well with this type of clientele because we emulate many characteristics of startups in our approach to doing business.
Testimonials
From Our Clients
"What Robert has supplied that others haven’t is boundless amount of personalization. He knows your goals, your history, your philosophy and customizes his approach to your wealth plan accordingly, giving you as an investor a better sense of where your money is being invested and the reasons why. And he also does something else I appreciate tremendously he keeps in regular contact with me in good times in the market and in bad."
– R. Poupada
"Robert has shown the ability to align his investment strategy with my risk tolerance and expected returns."
– F. Rana
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