Girdler Wealth Management Group of RBC Dominion Securities
A dedicated partner committed to your prosperity
Secure tomorrow with expert planning today
Guided by our core values of excellence and integrity, we provide strategies for wealth accumulation, wealth preservation, and the smooth transfer of wealth to future generations. We do this by building and implementing custom plans designed entirely around your needs, objectives, and goals.
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
Wealth management goes far beyond investment management: it examines your overall financial situation and brings together different areas of expertise and solutions into a single plan. This includes investing, financial planning, tax minimization, retirement planning, business succession planning, wealth protection strategies, and estate planning. We help you make sense of the greater financial complexity you face at each stage of your life and give you greater confidence in your financial future.
How we do it
Our formula is quite simple: We spend time listening to you so that we can develop your goals and objectives together. We leverage the immense bench strength of RBC and bring in partners to provide their expert guidance along the way. We have regular contact points and with our team, you gain a dedicated partner committed to your financial prosperity.
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.
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.