Georges Landry Fyall Wealth Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
Your full-service wealth management team
Located in Olde Walkerville in Windsor, Ontario, Georges Landry Fyall Wealth Advisory Group provides you with a full service wealth management experience that is tailored to your needs. Whether you want to create a plan for your family, your business or your estate, we are here to help.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Who we help
We serve a wide range of clients from varied backgrounds and with different needs, including:
Well-established families
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
High-net-worth individuals
High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
Successful executives
Successful executives looking to free their time to focus on personal and career goals
Business owners
Business owners and self-employed professionals who need help managing personal and business assets
Professionals
Professionals like lawyers, accountants and medical professionals seeking assistance with their own assets, plus a trusted partner to provide professional and highly ethical service to shared clients
Pre-retirees
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Retirees
Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
Philanthropists
Philanthropists looking for creative ways to enhance their legacy to chosen charities through charitable gift giving
Not-for-profit organizations
Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
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.
Earning your trust through enhanced risk management
Premium discretionary wealth management freeing busy professionals from daily portfolio decisions with dedicated managers.
Click here for your Introduction to Private Investment Management
The freedom to live the life you want
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management.
Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions according to specific guidelines can be time-consuming and complex.
Whether you need your time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, Private Investment Management may be the right solution for you.
How it works
By delegating your investment management to an accredited portfolio manager, who works within your specific investment preferences, constraints and risk tolerance, you can free yourself from and still be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.
A dedicated portfolio manager to serve you
You can be confident in the management of your wealth, because only experienced investment advisors who have met strict industry-wide qualifications for education, assets under management and investment experience are licensed to provide this level of discretionary investment management.
Investment policy statements capture your needs
The Investment Policy Statement is your specific mandate that details all your objectives, goals and constraints in managing your portfolio. You can think of it as the charter or master plan that we create to manage your portfolio.
Essential standards for quality and oversight
Every portfolio we build is based on core asset quality requirements that set the standards for security concentration, industry and sector diversification, market capitalization and credit quality. An additional Portfolio Implementation and Risk Monitoring Group monitors the portfolio for alignment with our investment management guidelines and the preferences, constraints and other unique directives set out in your customized Investment Policy Statement. An additional compliance team ensures that your portfolio meets industry regulations and legal standards. By auditing our work, as well as the portfolios we manage, this team can help provide you with even greater peace of mind.
Wealth planning for health-care professionals
Whether you are a new graduate, working as an associate, running your own practice or approaching retirement, tax, financial and retirement planning will always play a key part at every stage of your career. As your personal, professional and financial situations continue to evolve, you should ensure that you’ve done appropriate planning to help you achieve your goals and objectives throughout the different stages of your professional life: The early years, The peak earning years, Preparing for retirement.
The early years
Financial planning for early-career healthcare professionals: managing debt, choosing practice options, and protection.
The peak earning years
Tax strategies and wealth building for healthcare professionals in peak earning years, including incorporation benefits.
Preparing for retirement
Pre-retirement guide for healthcare professionals: succession planning, income assessment, and estate plan updates.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Plan for tomorrow – today
Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.
Your health
We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.
Your support needs
We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.
Your finances
We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities
Your legacy
We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Personal & corporate tax rates
The combined provincial and federal personal tax rates for the Province of Ontario for 2026
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.