It's all about family
When you ask people what the most important thing in their life is, they usually answer "family" - and we couldn't agree more. We have been helping clients and their families reach their goals for over 20 years, whether that is growing their personal or corporate wealth, planning for or funding their retirement, helping their children purchase their first home, saving for education, facilitating and/or managing charitable gifts and creating a lasting legacy for future generations.
We specialize in working with families so let us help you put your family first.
Professionals at your service
Leaning on decades of experience, our thoughtful approach to wealth management delivers personalized strategies and trusted guidance to provide lasting peace of mind.
Our approach
Family wealth management extends beyond investment advice. We help your protect your lifestyle, manage your nest egg, plan your retirement, and create your family's legacy.
To do that, we use a disciplined process:
We listen
Together, we gain a deeper understanding of your individual needs and goals. We look at where you are now, where you want to be, and what is most important to you.
We advise
We sit down with you to create your customized Financial Plan, Tax Plan, Estate Plan and, if needed, a Family Plan. Our team includes specialists in in all these areas to help you.
We act
Leveraging what we have learned, we implement an investment strategy tailored to your specific needs and goals so you can achieve what matters to you - and live life your way.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
A Life in Bloom
Authors Justin Dyer and Nancy Farran present ideas from a Canadian standpoint that will help you make the most of your money. While this book can be used by anyone, it is specifically geared toward women, who may have slightly different financial goals than men. Many single women, divorces, and widows struggle to take control of their own finances after life changes. Let this book help your finances bloom!
Resources for you
Get a better vantage point on your financial picture with these informative resources
Tax reporting guide
A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities.
Global Insight Monthly
Stay up to date on market moves and other interesting topics in The Global Insight Monthly.