Fisher Private Wealth Management of RBC Dominion Securities
Clarity in Every Market
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.
We know people because we know how to listen.
Each client is unique and there is no single solution which universally addresses every client’s needs. Our process begins with a consultative meeting where we develop an understanding of your circumstances. We then develop a customized strategy to help you reach your financial goals and preserve your legacy.
Dedication to our clients is demonstrated by regular face-to-face meetings as well as open discussions to address any evolving needs.
We can help pre-retirees focusing on building their nest egg, retirees looking to maximize after-tax income, executives, medical professionals, business owners, not-for-profit organizations and professional athletes.
While some manage the parts, we manage the whole.
What sets us apart?
- Significant experience in the financial services industry including 20+ years of Capital Markets experience
- Strong track record of success
- The lines of communication are always open
- Someone you can trust
- We take the time to learn about your whole financial situation
- Team based approach
- We’ll update your financial plan as needed
- Regular face to face meetings
- We put your interests first
- Backed by Canada’s leading full-service investment and wealth management firm
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Investment solutions
In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.
Value-added wealth services
Integration of your investment plan with your other service providers, including your lawyer or accountant
Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more
Will and estate planning consultations through accredited Will and Estate Consultants
Registered estate processing, tax reporting and T3 returns
Registered estate tax planning, including multiple and contingent beneficiary designations
Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
Custody and safekeeping
Annual consolidated tax reporting, including dispositions with book costs
Research, commentary and information on specific holdings, markets or economies upon request
Online integration of your RBC investment and bank accounts for consolidated viewing
Multi-currency account functionality
Automatic account contributions and withdrawals
Automatic mutual fund purchase and redemption plans
Electronic Funds Transfer (EFT) capabilities
Interest paid on cash balances in investment accounts
Corporate reorganization advice
Cashless employee stock option exercise service
Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
Introduction to a full suite of RBC partners if needed for: personal, business and private banking; estate and trust services, mortgage services; direct investing; and more
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
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