Fenske Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
At Fenske Wealth Management Group, wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the expertise to help you achieve your goals.
Find out more about how our innovative portfolio solutions can help you enjoy your success today as you build and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Wealth Management Approach
We believe it should all start with you. Wealth Management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want and a clear roadmap for your financial future.
At the Fenske Wealth Management Team our approach is designed around you. Our wealth management service is comprehensive and disciplined. It follows a five-step process and our solutions are individually customized around you. We believe in a team approach and work together with other trusted professionals to provide the most comprehensive solutions.
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
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Who we help
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.
Executives and entrepreneurs
Executives and entrepreneurs looking to enhance the growth of their wealth
Professionals
Professionals requiring assistance with their personal assets and a trusted partner with shared clients
Business owners
Business owners who need help managing their personal and business assets
Pre-retirees and Retirees
Pre-retirees who want to make the most of their retirement savings as they approach retirement. Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
Well-established families
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Not-for-profit organizations
Not-for-profit organizations and foundations requiring assistance managing investment assets according to specific guidelines
Doctors and medical professionals
Doctors and medical professionals who wish to streamline their investment management in order to better focus on their practice
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.