Galbraith Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help make them a reality.
Our team provides sophisticated financial strategies that are custom designed to each individual. To help our clients achieve their goals, we follow three principles:
- Protection and retention of capital is paramount
- We utilize a disciplined asset allocation strategy
- Tax efficiencies are sought out at every opportunity
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.
What we do
Our team has over 100 years of experience - 60 years in the investment world and 40 years in accounting. This experience can be put to work for you when you are looking to:
- Grow and protect your wealth
- Sell your business and establish an exit or succession plan
- Set up your own Individual Pension Plan (IPP)
- Make the most of your savings as you approach retirement
- Access virtually every type of investment, including stocks, bonds, GICs and mutual funds
- Maximize your after-tax retirement income while protecting your financial security
- Transfer wealth to the next generation tax efficiently
We work with all of your other partners, including lawyers and tax professionals to help you realize your goals. We also have access to the RBC Wealth Management Services team, which includes specialists in financial planning, insurance strategies and wills and estates.
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.
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.