Frank Goncalves, CFA, CPA, CA
Senior Investment Advisor
What does “wealth” mean to you?
It could be about protecting your family’s lifestyle and peace of mind, freeing your time to pursue what’s important to you, creating a lasting legacy or making a real difference in your community. Frank Goncalves’ approach to wealth management begins with defining the expectations and ambitions you have for your wealth. Then, he leverages his expertise and our firm’s expansive suite of financial services and solutions to build and continuously manage your personalized, all-encompassing wealth strategy.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Canada’s leader in wealth management
At RBC Dominion Securities, we have provided professional wealth management services since 1901. Today, we are Canada’s leading provider of wealth management, trusted by over 420,000 clients worldwide, and a member company of RBC, Canada’s largest financial group.
Working in close collaboration with your network of professional advisors, Frank can provide advice and solutions that can help affluent families, businesses and organizations manage the growth and preservation of their wealth with complete confidence. Services include investment advice and money management, and we are backed by a team of experts in areas like tax, estate and financial planning.
Vital stats
- Over 1,700 Investment Advisors in 160 branches in communities across Canada
- 420,000 clients worldwide
- One of Canada’s largest discretionary managers with C$100 billion in assets under management
- Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms
- #1 overall bank-owned investment firm as ranked by advisors (2017 Investment Executive Brokerage Report Card)
To learn more about what the resources of RBC Dominion Securities can offer you, or to schedule a review of your total wealth strategy, contact us today.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.