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Gibbons Wealth Management of RBC Dominion Securities

Empowering your life through comprehensive wealth management designed around your unique goals.

Let Gibbons Wealth Management elevate your financial life.

We pride ourselves on attentive client service backed by industry experience and credentials. Whether you are looking for retirement and estate planning or business owner planning, we deliver a seamless experience for your complete peace of mind.

Let Gibbons Wealth Management elevate your financial life.

Dedicated to your goals and financial future.

We all have our own reasons for working hard and making sacrifices. We all have our own passions, values and perspectives on what success looks like. Let’s work together to build a road map to your continued success, so that when it comes time to enjoy all your hard work and sacrifice you’re ready.

As your life evolves your financial situation can become increasingly complex. Whether you need assistance managing wealth for yourself, your family or your business, we’re here for you. Delegating the management of your financial affairs to myself and a highly accredited team of specialists at RBC Dominion Securities can have a lasting impact on your well-being and the well-being of those you care about. You deserve peace of mind and simplicity when it comes to your financial affairs.

Our commitment to you is trust, integrity and superior client service. Our process is focused around your own personalized goals. Our investment discipline is built on a clearly defined investment philosophy.

We have the expertise to help you get there. The first step is a conversation.

With an all-encompassing, personalized approach, we lean on best-in-class resources, sophisticated tools, esteemed specialists and more than two decades of industry and market experience to manage, grow and preserve your wealth. Planning for key moments in your life is paramount to your success and your families well-being. Integrated family wealth management in coordination with your tax and legal advisors is essential to protecting your legacy.

Our Core Beliefs

Quality Advice is the fundamental basis of our service to clients.

Maintaining humility and objectivity is essential to successful money management.

Having a personalized all-encompassing financial plan is vital to long-term success.

Ready to get started?

The first step is a conversation

Your Family. Your Business. Your Goals

By combining small-town care with industry-leading experience we look after your overall financial well-being. Careful planning, meticulous research and a collaboration with RBC's network of industry specialists allows us to craft comprehensive wealth and investment strategies. Through in-depth conversations we take the time to understand your goals and your dreams, because you are at the core of everything we do.

Gibbons Wealth Management partners and areas of expertise:

RBC Private Banking

We’ll connect you with private banking specialists that provide sophisticated banking, cash management, cross-border, and credit solutions for you, your family, and your business.

RBC Premier Banking

Our extended team of Premier Banking advisors provide specialized credit, lending, and banking solutions for your specific needs.

High-net-worth and business owner planning

For an integrated wealth management experience, we collaborate with a highly skilled team of experts for personalized tax, estate, succession, and financial planning strategies for affluent families and business owners.

Will & Estates

Our consultants can help you prepare for your future with an organized, tax-efficient transfer of assets to loved ones or charitable causes close to your heart.

Heighten your expectations with in-depth financial planning.

We believe that your story is central to our process. By learning more about what you value, who you value and what you dream of, we build a road map to your success. With personalized investment strategies, in-depth financial planning and first-rate services, we support you through every life-stage.

What we do

Your financial plan informs our investment strategy and acts as a map towards your goals. By incorporating tax-efficient solutions, debt management strategies, business succession pathways, and legacy planning, our team provides a supportive and well-structured system that will reflect and adapt to your priorities as life goes on.

How we do it

With an in-depth understanding of your personal situation, we are able to tailor your investment strategy to your unique needs. This provides the framework for managing your financial assets going forward and clearly sets out your investment objectives, income needs, time frames, asset mix guidelines, security selection criteria and review process. Your investment strategy helps keep your investment goals and preferences front center, so we can focus on opportunities for growth and mitigating risk.

Services we provide

Goal setting

Personalized strategies

World-class research

Tax considerations

Risk mitigation

Detailed reporting

Who We Serve

Our clients are at the heart of everything we do. We take the time to understand what is most important to you and craft a wealth strategy that is uniquely tailored to your needs. Our relationships are built on a foundation of integrity, care, service and trust.

Business owners

Building a business requires you to invest in your time, energy and money into growth. We specialize in helping business owners navigate the full lifecycle of their business with a tax-conscious, integrated approach to financial planning.

Athletes, Artists, and Entertainers

Whether you are at the peak of your career, planning your transition out of it, or somewhere in between, we work to your ensure the wealth you have created continues to work for you long after the contracts, tours and highlight reels have ended. Earning complexities and cross border considerations require a higher level of guidance and we have the resources to navigate your unique financial landscape.

Medical Professionals

Tailored advice and investment strategies for busy medical professionals. We simplify and customize your financial strategy while at the same time taking a flexible and objective approach.

Ultra-High Net Worth Families

Our wealth management process extends far beyond portfolio performance. It encompasses generational planning, family governance, philanthropic vision, tax efficiency across various structures and the preservation of your legacy. A legacy that reflects your values for decades to come. We provide comprehensive, discreet, and highly personalized service that the complexities of your wealth demands.

Institutions

Institutional investing requires more than market expertise- it demands disciplined alignment between portfolio strategy and the governance frameworks that guide it. We work alongside investment committees, trustees and asset managers to build and maintain portfolios that pursue long-term performance objectives while remaining fully anchored to your Investment Policy Statement and fiduciary obligations.

Condo Corporations

Managing the financial health of a Condominium Corporation means operating within the precise legal framework of the Condominium Act, and doing so in a way that protects owners, preserves property value and builds long term stability. We manage a significant block of Condominium Corporation assets and the experience to ensure your reserve funds, operating budgets and investments are compliant and sustainable.