Fitz-Gerald Private Wealth Management Group of RBC Dominion Securities Inc.
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Our morning coffee
'Our Morning Coffee' is a regular piece that Ian always has a lot of fun putting together, quite often accepting content input and ideas from friends & clients alike. Feel free to peruse this month's edition, and feel free to give him feedback as it is always welcome.
For Ian's most recent edition of "Our Morning Coffee", please [click here].
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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.
Our Monthly Morning Coffee
‘Our Monthly Morning Coffee’ is a regular piece that Ian always has a lot of fun putting together, quite often accepting content input and ideas from friends & clients alike. Feel free to peruse this month’s edition, and feel free to give any feedback as it is always welcome.
Our Monthly Morning Coffee- Winter Spring 2026
In this chilly edition of ‘Our Morning Coffee’, you’ll read about one of my favorite Canadian energy firms called ARC Energy in Canada that has recently gone ‘on sale’. Other topics include a brief write-up on the abundance of Super Bowl wagering, special RBC taxable account referred as the JGBRS, allowing the naming of successor account holders who receive the account through survivorship rights upon your death, and a note about the level of volatility we’re seeing in the software sector to names such as Microsoft - it is this perceived threat of AI which is causing investors fear to second-guess the software trade in fear that that software engineers will eventually become disposable.
Based on discussions I’ve had with analysts, this would appear to be more of a ‘noise’ factor than something based on fundamentals, so I am not suggesting selling off any large software positions due to the current weakness.
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