Goldfarb Wealth Management of RBC Dominion Securities
Protect and enjoy what you have worked so hard to create
Have more time for what truly matters
As our clients' trusted partners, we’re often their first call for all things financial. Our wealth management approach helps clients navigate a complex, evolving landscape with peace of mind. Leveraging the vast resources of RBC and our industry experience, we will develop a comprehensive plan tailored for you and your family.
Our rigorous processes in portfolio management, estate planning, tax planning, and insurance solutions help our clients save one of their most precious resources – their time.
Professionals at your service
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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
Plan
Our wealth management process is built around a comprehensive financial plan tailored specifically to your goals and objectives. This plan will provide the foundational blueprint for all aspects of your wealth management needs.
Process
Just as the plan is the fundamental building block to our wealth management strategy, the execution of that plan is rooted in defined, repeatable, measurable, and adaptable processes. Our investment strategy follows an institutional approach centred around the investment policy statement.
Results
We could define successful wealth management results by the benchmarks set out in the financial plan. However, our definition of true success is getting you there while conserving your most precious resource: time.
Our clients
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.
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.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.