Gestion Privée Charland 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 ready to help you seize the opportunities that arise, meet challenges, and, most importantly, achieve your goals. Through a comprehensive and personalized approach, we leverage RBC's most sophisticated tools, top-performing resources, and most reputable specialists to manage, grow, and preserve your wealth.
We support entrepreneurs, healthcare professionals, and high-net-worth clients in implementing financial strategies tailored to their complexity, including incorporation, long-term wealth management, and optimization of complex tax structures.
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 comprehensive financial strategies tailored to your current and future needs, drawing on a rigorous and structured process. Our approach covers all aspects of financial planning, including portfolio management, tax optimization, retirement planning, risk management, and estate planning. Supported by a network of specialists, we orchestrate integrated solutions to provide you with a global, coherent, and evolving view of your financial situation.
How we do it
Our approach is based on a structured and rigorous process designed to ensure consistency at each stage of your financial journey. We begin with comprehensive financial planning, which forms the foundation of all our recommendations. Each strategy is reviewed and adjusted to remain fully aligned with your objectives.
As established investment advisory team, we support our clients at each stage of their financial journey, whether they are early in their careers, in a growth phase, in transition, or preparing for succession, by offering structured, personalized, and evolving support. Our goal is to make a meaningful difference over the long term.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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