Finkelstein Wealth Advisors of RBC Dominion Securities
Experience you can trust. Advice you can understand.
With nearly three decades of experience in financial services, our team offers credentialed expertise, professional integrity, and trusted advice. But just as important as what we know is how we work—with thoughtful conversations, clear and informed advice, and a relationship built on trust and mutual respect.
This site helps you learn about us and explore financial topics—from investing and retirement planning to tax strategies and estate planning. Whether you're organizing your finances or managing complex needs, we believe informed decisions start with accessible, unbiased guidance.
Our team holds advanced designations and a long track record of serving clients through changing markets and life stages.
We're here when you're ready — for thoughtful conversations and guidance built on decades of helping clients successfully achieve their goals.
Professionals at your service
Our strength lies in our people. Each advisor brings a deep commitment to client success, combining experience, insight, and care. We work collaboratively to ensure every clients benefits from the full expertise of our team - offering clarity, consistency, and a long-term partnership you can trust.
It all starts with you
We believe wealth management should be personal, transparent, and built entirely around you. It's not about selling products or chasing short-term wins - it's about creating a thoughtful plan that supports your life, both now and in the future.
We have had the privilege and delight to have worked with many clients and client families over our years of financial service. Whether these families are affluent or aspiring affluent they have all had one thing in common - the need for quality financial advice from a team of professionals.
Our clients are diverse in age, occupation, net worth and background. It is because of our experience and expertise that we have been successful in leading them to their personalized monetary targets. We understand the unique needs and desires of our affluent and aspiring affluent clients and have worked tirelessly to supply these entrepreneurs, executives, preeminent professionals (both incorporated and non-incorporated), and retirees with financial security and success.
Our approach to wealth management
Wealth management that listens first, plans for your life, and stays with you through every milestone.
Our purpose
Decades of experience. Unwavering advocacy. We exist to stand with you through every financial decision that matters.
Our ten guiding principles
Ten principles that define how we work, how we advise, and why our clients trust us with what matters most.
Read more here about the principles that shape every decision we make.
Financial Literacy Program
Managing money can feel overwhelming—but it doesn't have to. Our Financial Literacy Program helps you and your family build confidence in navigating wealth and finances.
An estimated $400 billion will transfer between generations in Canada over the coming decades. Are we prepared? Do younger generations have the knowledge and tools to thrive?
We created this program to provide structured, practical financial education, empowering individuals at every life stage to take control of their money and plan for the future with confidence.
Explore all 18 modules of our Financial Literacy Program and start building confidence in your financial future today.
Wealth management hub
Managing your wealth isn’t just about numbers — it’s about making decisions today that shape the life you want tomorrow. Whether your goals involve building your portfolio, securing your retirement, protecting your family, or leaving a meaningful legacy, the right knowledge can help you get there with confidence.
In this section, you’ll find a carefully curated library of articles, guides, and insights designed to help make complex financial concepts clear, practical, and relevant to your life.
Below, clicking each link will guide you through the various topics, or you can jump right to a list of all articles:
Investing vehicles – How to choose your investment account
Where you invest matters as much as what you invest in. Find the right account to grow your wealth faster.
Tax management – Making the most of what you keep
Smart tax planning isn't just for tax season — it's one of the most powerful tools for building lasting wealth.
Estate planning – Securing your legacy with intention
Your legacy deserves intention. Estate planning protects your loved ones and preserves what you've built.
Charitable giving – Make an impact, maximize the benefit
Give with greater impact. The right charitable giving strategy benefits the causes you love — and your financial plan.
U.S. tax planning – Navigating cross-border complexities with confidence
Cross-border finances are complex. We help Canadians and U.S. citizens navigate tax obligations on both sides.
Managing risks – Protecting the future for you and your family
Risk isn't something to fear — it's something to plan for. Build the safeguards that protect your future.
Managing disability – Preserving dignity through thoughtful planning
A disability doesn't have to derail your financial future. Thoughtful planning protects stability, independence, and dignity.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.