Your financial partner, every step of the way
At Evans Wealth Management Group of RBC Dominion Securities, our team builds trust and confidence by understanding what’s important to you: whether it’s the success of your family, your career, your business or other organization, or the legacy you want to leave to the world. That’s where we begin, by getting to know you and working together to build your roadmap for the future.
By being part of our clients’ lives through all stages, we are equipped to build customized wealth management strategies that meet your personal and business goals.
Putting you first with a team approach
As a client of Evans Wealth Management Group of RBC Dominion Securities, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need, when you need it.
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.
It all starts with you.
To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.
Your roadmap for the future
1. Introduction
We introduce the wealth management services we provide, not just during the first meeting, but on an ongoing basis as needs evolve and new services become available.
2. Discovery
We gain a deeper understanding of individual needs, goals and circumstances to help clarify financial objectives. This includes gathering together important financial information, such as account statements.
3. Strategy
Next, we analyze financial and personal information to match objectives with smart, time-tested strategies.
4. Solutions
We develop thoughtful and creative solutions tailored to specific objectives, drawing from a wide selection of world-class products and services.
5. Regular reviews
As your needs and the markets evolve, periodic portfolio reviews help to ensure that your plan remains an effective tool to achieve your objectives.
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.
Farmers and agricultural professionals
Your farm may be your most valuable asset. Whether you’re running a farm, thinking of selling it, or considering transferring it to the next generation, we can help minimize your tax liability and help you plan for the future.
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.
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.