Glenn Schoenroth & Sienna Belich of RBC Dominion Securities
Your life goals are our life’s work
Expert Guidance. Personalized Strategies. Real Results.
Our team of experts are dedicated to growing and preserving your wealth. We combine personalized strategies with RBC's sophisticated tools and resources to help you seize opportunities, overcome challenges, and achieve the financial future you envision. Whether you're building wealth, planning for retirement, or navigating life transitions, we provide the guidance and expertise to turn your financial aspirations into reality.
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
Our team empowers clients to achieve their financial goals through personalized wealth management strategies and continuous partnership. Investment advice is foundational, but it is only one piece of the puzzle. True wealth management extends beyond portfolios - encompassing tax planning, retirement optimization, estate structuring, and complex transitions like family business succession.
Whether you're maximizing retirement income or addressing specific financial concerns, every strategy begins with understanding your unique circumstances. We don't simply manage your wealth; we actively listen, engage, and adapt as your life evolves.
How we do it
We leverage a world-class team of senior economists, portfolio strategists, and research analysts to create and continuously monitor optimized investment portfolios tailored to your needs. Beyond investments, we collaborate seamlessly with estate planning, insurance, banking, and tax specialists to ensure comprehensive financial planning across every dimension of your wealth. Our team is deeply committed to understanding your unique circumstances and finding the most effective ways to maximize your wealth and secure your financial future.
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.
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.
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.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Your team of professionals
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Financial literacy
It's never too early - or too late - to focus on financial education and set the stage for informed, confident financial decision-making.
Financial decisions touch on so many aspects of life. Some are simple, like everyday purchases, while others are more meaningful, like investing, caring for loved ones, or planning for retirement.
At RBC Wealth Management, we believe everyone deserves the support and knowledge to feel confident about their money. Whether you're just starting out or strengthening what you already know, we're here to help you build the skills that matter most. Financial literacy isn't about being perfect—it's about taking steps forward and making choices that work for your life..
Read more about RBC Wealth Management's Financial Literacy program here.
Guides & Resources
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
Financial literacy
It’s never too early—or too late—to focus on financial education and set the stage for informed, confident financial decision-making.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.