Douglas Kerr Wealth Management of RBC Dominion Securities
The pinnacle of wealth management
Financial excellence, personalized for you
With 25 years of expertise in wealth and portfolio management, Douglas Kerr places your goals, aspirations, and family at the heart of every plan. His personalized strategies and warm, welcoming approach help ensure your financial journey is guided with care and professionalism.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment 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.
Our clients
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.
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.
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.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
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.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Client testimonials
R.U.
Douglas Kerr and RBC DS have been an integral part of our investment decisions for almost 20 years. In the years leading up to the sale of our family business, Douglas and his team were invaluable. Their advice and guidance provided a level of comfort and stability which enabled us to focus on the task at hand. Douglas has provided us with a number of in depth financial and retirement plans over the years which has given us the confidence to transition smoothly into retirement.
Douglas and his team are very responsive when we have questions and any concerns are resolved in a timely manner. Whenever there is extended volatility in the markets we are usually contacted by Douglas to explain what is happening and how it is affecting our portfolio.
We appreciate that we have been invited to attend a number of seminar over the years pertaining to various aspects of investing. Along with the monthly RBC DS Global Insight newsletter provided by Douglas, we are given the opportunity to keep abreast of what is happening in the investments world and how it affects us.
We are very satisfied with the level of service and knowledge provided by Douglas and would highly recommend him
S.D.
For various reasons, I needed to obtain a different financial advisor in 2011 and asked my tax accountant for advice in this regard. He recommended three different individuals and/or financial institutions for me to consider.
After I met with all three, it was readily apparent that Doug was the best "fit" for my financial requirements.
Doug is extremely knowledgeable in all areas of financial/economic issues, including market trends and political influences. He is very approachable and responsive, and I firmly believe he has my best interests at heart. We meet regularly to discuss my portfolio and he always ensures any questions or concerns are addressed.
Over the years, he has also connected me with professionals in other areas of wealth management, including estate planning, wills, and taxation. I have been extremely satisfied with their services also.
As Doug sometimes says, "A referral is the greatest compliment a client or colleague can give." As such, I have referred many friends and family members to him over the years and will continue to do so going forward.
H.M.
My husband took care of our financial investments and worked with Doug on building a successful portfolio. When my husband suddenly passed away, Doug was able to assist our family in continuing to make wise financial decisions. His compassion and expertise have been appreciated.
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.