Fine Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Welcome to Fine Wealth Management
We are a Toronto based boutique investment management team, operating within one of the world's strongest financial institutions, Royal Bank of Canada. Starting with RBC Dominion Securities in 2002, our core mandate is the management of investment portfolios on a discretionary managed basis. Our clients consist of high net worth individuals, families and companies, across Canada, the U.S., the Caribbean and overseas. We help our clients by designing and implementing personalized investment strategies, as well as broader wealth plans, to help them simplify their lives today and achieve their goals in the future.
Why clients choose Macy
I have a genuine interest in the success of my clients. My professional knowledge and detailed process is balanced with compassion and understanding. Resulting are honored and trusted relationships where clients have comfort with the strategy that has been developed in joint discussion. With my inclusive approach, clients have an understanding of their complete financial situation. I am not satisfied until I have provided the ultimate level of client service.
Let me help you clarify the big picture
Get your investments working towards achieving all of your wealth management goals
Professionals at your service
We pride ourselves on clear, consistent communication with our clients, and have built a reputation for honesty, transparency and professionalism.
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
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.
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.
Discover how my team can help meet the following wealth management needs
If you are looking for a trusted partner to help you and your family preserve and build your financial wealth over time, please feel free to contact me directly for more information.
We look forward to having the opportunity to work with you!
Investing and Portfolio Management
Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.
Business Planning
Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.
Retirement Planning
Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.
Estate Planning
Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.
High-Net-Worth Portfolios
Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.
Not-for-Profit Organizations
Help meet the terms of your institution's mandate by means of our investment management, planned giving, custody and administration, and other solutions.
Wealth planning for healthcare professionals
Whether you are a new graduate, working as an associate, running your own practice or approaching retirement, tax, financial and retirement planning will always play a key part at every stage of your career. As your personal, professional and financial situations continue to evolve, you should ensure that you’ve done appropriate planning to help you achieve your goals and objectives throughout the different stages of your professional life: The early years, The peak earning years, Preparing for retirement.
Physician Resources
Tailored RBC wealth guidance for physicians—tax strategies, practice succession, retirement planning, and estate advice.
The early years
Financial planning for early-career healthcare professionals: managing debt, choosing practice options, and protection.
The peak earning years
Tax strategies and wealth building for healthcare professionals in peak earning years, including incorporation benefits.
Starting out on your own
Everything healthcare professionals need to launch their own practice—structure, financing, tax planning, and staffing.
Preparing for retirement
Pre-retirement guide for healthcare professionals: succession planning, income assessment, and estate plan updates.
Snowbirds
Many of our clients like to avoid the cold and snowy weather and head down south in the winter months. If you are travelling to the US for an extended stay, there are some considerations to be aware of to ensure your trip is not only comfortable, but financially sound as well. See below for some helpful guidelines and feel free to contact our team for more information.
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
Testimonials
Her customized approach to each and every client, her sincerity in wanting to help her clients achieve their goals, her unparalleled integrity and honesty in this business is absolutely unmatched.
Meghan Telpner, Certified Nutritionist and Holistic Lifestyle Counsellor
The emphasis you place on client relations is far and above ANY other person I've dealt with. You are the (very high) STANDARD to which others are judged by.
Alan O.
Macy, from the first time I met with you, I could tell that not only did you enjoy what you were doing yet you also felt a strong sense of pride in working hard and in the best interest of your clients.
Linda L.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.