Fradkin Wealth Management Group of RBC Dominion Securities
Committed to your financial gameplan
Service and strategies that set us apart
At Fradkin Wealth Management Group, we work with professional athletes and affluent families across North America. Our intimate understanding of the unique dynamics of professional sports and capital markets allows us to take a comprehensive approach to help each client simplify their complex financial needs.
Roman and his team of specialists engineer a disciplined investment strategy focused on wealth preservation, growth, and risk management. Dedicated to each family's ongoing success, we offer a trusted relationship, an immersive discovery process, and the highest level of care.
Team of professionals
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Customized solutions and oversight
We engineer customized solutions that encompass all aspects of your financial well-being. From managing your investment portfolio and financial planning, to overseeing tax, insurance, legal, real estate and cross-border banking relationships.
Trust
We firmly believe that all successful relationships are built on trust, communication and accountability.
Discipline
We utilize and deploy a disciplined approach that removes emotion and guesswork from the investment process.
Asset allocation
We align your values, time horizon and risk tolerance with your portfolio's strategic asset allocation and the most current thinking of the RBC Investment Strategy Committee.
Framework
We engineer a highly customized, tax-efficient, globally diversified multi-asset class portfolio to deliver an enhanced investor experience.
Financial independence
Our goal is to help you obtain financial freedom and transition into a comfortable lifestyle after your playing days are over.
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.
Our clients
Roman and his accomplished team have expertise and experience serving particular and very specific needs of several key groups of clients.
Professional Athletes
Looking for a focused approach to maximize their peak earning years through a disciplined investment strategy and comprehensive financial planning. The program is delivered through a dedicated one-on-one relationship with your trusted advisor.
Entrepreneurs
Who require assistance managing their personal and business assets, preparing for business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.
Executives and Leaders of Industry
Looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted wealth planning.
Pro Athletes: Focus on the big picture
As a hockey player, your job is to focus on the task at hand — one shift at a time, one game at a time. Roman and his team focus on the big picture, helping you and your family plan for financial opportunities that lay ahead.
Most athletes will have specific concerns that need to be addressed, from maximizing retirement income to determining how and when to transition into a financially rewarding post-career business. To help you build financial security that allows you to confidently pursue your interests and passions in life after hockey, Roman and his team will create a robust financial plan for today and years to come.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Our team will help you address all your wealth management needs, working in partnership with your family and agent.
Annual cash flow plans to maximize savings and build long-term financial security
Customized Investment Policy Statement
Managing investable assets through a prudent and disciplined investment strategy
Comprehensive financial plans that act as your financial roadmap
Coordinating with player agents to ensure financial planning, tax strategies and cash flow plans are in sync with NHL contracts
Working with RBC Private Banking partners to help coordinate all your cross-border banking activities
Assisting and advising on significant purchases (car, home, cottage)
Reviewing and coordinating insurance and risk management strategies
Protecting investments, property and other assets from creditors, marital changes and personal liability
Coordinating with cross-border tax professionals to assist with your complex tax planning and filings
Will and estate planning to ensure your family’s financial security
Providing detailed reporting and in-person meetings
Our goal is to simplify your affairs off the ice, so you can focus on living your dream on it.
Supporting clients in the business of sport
Whether you are an athlete, owner, executive or investor, we can help shape your business and your legacy with our expertise in navigating all areas of the sports industry.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.