Evans Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
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.
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
We follow a disciplined five-step process in order to provide a comprehensive plan that takes into account both your personal and financial goals. Your plan will be tailored to your unique objectives and can evolve over time to help ensure that it remains an effective tool to achieve your goals.
Introduction
Discovery
Strategy
Solutions
Regular reviews
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.
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.