Droz Wealth Management Group of RBC Dominion Securities
Your financial coaches, here to help you navigate major life transitions with clarity and confidence
Where deep understanding meets comprehensive planning for the moments that matter
Life is full of transitions—some planned, others unexpected. When those moments happen, you need more than just advice. You need a plan built around you. At Droz Wealth Management Group, we take a comprehensive approach to financial planning, honouring both the human experience and the practical decisions that come with it. From your very first conversation to every check-in along the way, we’re here as your dedicated financial coaches and long-term partners in life.
It all starts with a conversation
Share your story—we’ll help you figure out the next step. Book a complimentary consultation with us today by calling 416-699-4550 or emailing jean-francois.droz@rbc.com.
The right team doesn’t just manage your wealth—they help you feel confident about where you’re headed.
Combining empathy with experience and genuine care, our team collaborates with you, your network of professionals and our RBC specialists to provide highly tailored solutions that take care of your wealth and family as a whole.
Building your personalized path to success
Some of life’s most significant moments, such as retirement, the loss of a loved one or selling a business, carry as much emotional weight as they do financial complexity. At Droz Wealth Management Group, we never lose sight of that and work hard to help you feel secure and prepared through every stage of life. By working alongside your team of professionals and our network of RBC specialists, we ensure every aspect of your financial picture is current, coordinated and complete.
Our process
As seasoned financial professionals, we believe wealth management should be about more than just numbers on a page—it should be about helping you build a life that reflects your values and vision for the future. We begin every relationship with an in-depth conversation about where you stand today and where you want your wealth to take you. From there, we’ll create a strategy tailored to your priorities, keeping your needs front and centre at every life stage. Then, through thoughtful planning and ongoing support, we stay connected, providing updates and insights so you can make financial decisions with confidence.
Our services
- Investment and portfolio risk management
- Personal and business tax minimization strategies
- Tax-efficient retirement income planning
- Financial and estate planning
- Business transition planning
- Personal and business protection strategies
- Business health and wellness program optimization
- Personal and corporate retirement program optimization
- Individual Pension Plan (IPP) implementation
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.
Life transitions
Separation or Divorce
Feeling uncertain after a separation? We’ll help you build a plan that gives you clarity and independence.
Retirement Planning
Worried about outliving your money? We stress-test your plan so you can move from fear to confidence.
Career Change
Wondering if you can afford to make a career move? We’ll protect your long-term goals while you do.
Job Loss
A job loss can feel overwhelming. We help you understand your options — severance, cash flow, and what’s next.
Loss of a Spouse
In one of life’s hardest moments, we help you find stability — one step at a time, with patience and compassion.
Ready for More?
Is your financial life more complex now? It may be time for a more coordinated approach. Let’s talk.
Selling Your Business
Selling your business is more than a financial transaction — it’s a major life transition. Let’s plan it properly.
Protecting Your Wealth
Building wealth takes years. Protecting it should be part of your plan right from the start.
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.