Garthus Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
We truly enjoy building long term relationships with our clients and providing them with a premium client experience.
Thank you for visiting our website.
Dale
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
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.
Client Testimonials
What Our Clients Have to Say
"They understand my family situation and provide valuable suggestions and advice while working closely with my advisors – accountant and lawyer. "
Tom, Farmer Business Owner, Client Since 1994
"I have had a long-term investment relationship Dale and his team. They are not only professional in what they provide, but they have a very personal touch, which is important to me.”
Mike, Retired Business Owner, Client Since 1997
"They understand our personal situation and always offer advice that is suited based on our goals and wishes. We have never left a meeting disappointed with the advice we were given.”
Dennis and Penny, Retired Farmers, Client Since 2001
"Having a financial plan is so important to us when we are making decisions on bigger purchases. It has been a great relationship and we recommend their services to others.”
Colin and Brenda, Farmer Business Owners, Client Since 2005
"Not only do they provide us with solid investment advice but we truly appreciate the other suite of services they offer such as estate planning, will planning and tax planning."
Gaetan and Lynne, Farmer Business Owners, Client Since 2005
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.