Friesen Financial Partners of RBC Dominion Securities
Building wealth to live the life you've always dreamed of.
Time is our most precious asset
Let us help you make the most of it. As our client, you receive customized financial guidance combined with empathy and compassion. Our disciplined expertise in building and protecting wealth frees up your time, allowing you to focus on what really matters most.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
Why clients refer their friends & family
One important aspect of our practice, which often goes understated, is how we are invested alongside our clients. What does this mean? That our personal and family wealth is largely committed to the same businesses as theirs. This approach is not common in our industry. But we have full confidence in the businesses we select, their potential to compound capital, operate efficiently and ultimately provide an opportunity to grow wealth together. Our clients trust us because we never take for granted the responsibility we hold and the impact of our decisions.
What we do
We often meet clients who aren't getting their desired results, mainly due to a lack of service or a thorough understanding of financial matters. Our proven, data-driven approach to portfolio management has been a key driver of our clients' success. This disciplined investment strategy helps provide enhanced results in building wealth for our clients, which translates into reaching their financial goals while managing risk.
How we work
Our personalized service revolves around you, your family, and the things in life you care about most. Once we understand your unique situation, goals, and aspirations, we develop an investment portfolio and financial plan that aligns with them. Through strategic partnering, combined with our professional planning and portfolio management, you can rest easy knowing you are taken care of.
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
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.