Giller Private Wealth of RBC Dominion Securities
Focused on your financial health.
“After physical and mental health, I believe financial health is the next most important part of a person’s life.”
As our client, your financial health is our priority. Through disciplined investment management, we help keep your portfolio strong and resilient in all markets. Working closely with RBC specialists, we also provide coordinated wealth services, including estate planning, insurance strategies, tax minimization, and business owner and succession planning—ensuring every part of your financial life stays healthy for 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.
A framework for success
To ensure that we always work in your best interests, we follow a meticulous process to develop your financial plan.
1. Introduction
Our first step is to hold an introductory meeting to assess your specific needs and outline our approach.
During this initial meeting, we conduct an in-depth review of your situation to learn about your family, profession and financial situation. This allows us to accurately assess your investment objectives and risk tolerance, all the while considering your financial requirements, goals, constraints and investing history.
2. Establishment of your Investment Policy Statement
Following our first discussion, we draft your Investment Policy Statement. Created specifically for you, this document incorporates your present situation, return expectations, income requirements, risk tolerance, time horizon and unique preferences.
Based on the above, we recommend an ideal asset-allocation model for your portfolio. How your portfolio is divided among cash, fixed income, equities and commodities, and geographical location, is the most important factor in balancing risk and investment returns.
When complete, your Investment Policy Statement is signed by you and Gilles. This represents our commitment that the ongoing investment process will be consistent with the guidelines we establish together.
3. Building your portfolio
Next, we select quality investment opportunities that fit your portfolio's ideal asset allocation model and our economic and market outlook. To choose equities that are excellent on a fundamental basis, we assess the quality of a company's management, products, geographical diversification of revenues, currency protection and financial data for the last five years. We also conduct technical analysis to ensure the proper timing of all transactions.
Senior economists, portfolio strategists and research analysts from various parts of RBC augment our insight in these key areas. We also employ external research from J.P. Morgan, Standard & Poor's and Value Line, as well as independent research to ensure we have a complete understanding of all investment options and of the current economic landscape.
For clients who require a reliable fixed-income stream, we consider income-generating shares of Canadian, U.S. and international blue-chip companies, as well as AAA rated bonds. We also consider federal, provincial, municipal or corporate bonds, as well as preferred shares from established companies while always respecting the highest norms of quality and seeking tax-efficiency.
4. Ongoing portfolio management
We review your portfolios with you on a quarterly or semi-annual basis to ensure your investments are on track and appropriate given changing markets and economic conditions. We take this opportunity to discuss your personal, professional, business and financial situations to see if any changes should be made to your objectives and risk tolerance. We also review changes in your account over the past year as well as current and recommended positions, and our market outlook for the year ahead.
5. Keeping you informed of your progress
You receive a monthly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you receive a quarterly return calculation and have access to your accounts and timely market information through our online services and website.
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.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
What our clients say about us
Susan R. - Pre-Retiree
"Jordan stood out because he really took the time to understand our family's goals and offered a clear and organized approach. Since partnering with him, we've optimized our investments and gained clarity on tax and estate planning.
Jordan's honesty, personalized care, and comprehensive support has given us tremendous peace of mind. His tailored advice extends beyond investments, addressing every aspect of our financial well-being. I wholeheartedly recommend him for transformative wealth management."
Evan & Anne B. - Retirees
"We wanted an advisor to position us for retirement and one whom we felt could work effectively with the beneficiaries of our estate on a long-term basis. Our experience has been outstanding. Jordan took the time to fully understand our planning needs and put us in touch with several experts to plan for challenges specific to our family circumstances. We have discussed numerous topics at length and have received straightforward, honest communication from him focussed on our needs, not his. Jordan is friendly, easy to talk to and always professional - an advisor who we like, who we trust, and who can be counted on to provide honest, practical, knowledgeable advice."
Drew B. - Business Owner
"As a business owner, my financial situation is complex, and working with Jordan and his team has brought much-needed clarity and organization. He is easy to work with, proactive in his advisory, and helps me think strategically about my finances. He connects my business decisions with my personal financial goals. I now feel confident that I have a clear, intentional strategy in place."
Alan G. - Executive
"As an executive with multiple income streams, I needed an advisor who could think strategically and holistically. I don't have the time to manage all the moving pieces and Jordan helped me organize and integrate my compensation while identifying meaningful opportunities for tax efficiency. His advice is practical, forward-looking, and tailored to my specific situation. He has reduced my mental load tremendously."
Lee P. - Professional
"Working with Jordan and his team has been a truly exceptional experience. Their ability to craft diverse, tailored investment solutions that align with my family's financial goals has been nothing short of impressive. What sets them apart is their collaborative approach-they seamlessly partner with experts across various fields within RBC to ensure every strategy is robust and well-informed. Even in volatile markets, Jordan remains calm and focused, always keeping the long-term objectives in sight. Their expertise, combined with a genuine commitment to partnership, has not only built my confidence but also delivered consistent, meaningful results."
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
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.