Gorenstein Wealth Management of RBC Dominion Securities
You built your financial success. We help ensure it endures.
Start Your Journey
Anything is possible when you manage your money the right way. At Gorenstein Wealth Management, our mission is simple: to guide you towards a brighter future for your investments, your business, and your family.
How we can help you
We work closely with our extended team of RBC experts to bring you the following specialized wealth planning services.
Spending scenarios
Spending scenarios include different projections to show you variations of your base case. This provides key insights into how small changes can make a big difference.
Rate of return scenarios
Reviewing the range of possible returns is critical to helping you plan to take advantage of the good times and helps you feel secure in down markets.
Investment & Net Worth Analysis
Our team will analyze your portfolio to ensure it evolves as your risk tolerance and life changes, and we'll build a wealth plan that forecasts your net worth across different scenarios.
Cash flow projections
Your current and long-term purchasing power directly impacts your lifestyle. Your wealth plan will help clarify cash inflows and outflows, empowering you to make informed decisions.
Wealth plan
Life is complex and full of changes. A solid wealth strategy is more than just income and expenses—it focuses on your life and brings clarity to your financial path.
Tax and estate analysis
Tax and wealth transfer strategies are important components of a holistic wealth plan. The process of developing your personalized wealth plan includes tax and estate considerations.
Get to know Sam
I manage financial complexity so you can focus on your life and legacy. Learn more about me in this short video.
(Note: This video contains a reference to one or more advisor titles which are no longer permitted as of December 31, 2021.)
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
Our approach to wealth management is unique. As a client of mine, you’ll deal directly with me and be encouraged to participate in your wealth management journey. Together, we will manage your investments based on the goals you have outlined in your financial, tax and estate plans. As I am not confined to a single product focus (i.e. only insurance or mutual funds), I will give you access to a world of investment solutions. We will continuously examine your plan and identify any opportunities that may arise as a result of changes in your state of affairs.
How we do it
My team and I help you maximize your income now and in retirement while ensuring your business is positioned to survive the next major crisis. Together, we'll assess the current and projected future value of your estate, explore meaningful ways to transfer wealth and foster stewardship with the next generation, and identify potential risks you may be exposed to with strategies that help protect you and your family. We'll investigate the long-term growth potential of different investment scenarios, identify strategies to minimize taxes and maximize opportunities for charitable giving, and optimize your investment strategy to help you stay on track with your goals—all with the confidence that comes from having trusted partners by your side.
How we serve your wealth in its entirety
We serve clients at every stage of their financial journey—from established business owners navigating tax-efficient exits and liquidity events, to multi-generational families addressing estate gaps and wealth transfer, to busy executives who need deep expertise in complex compensation.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning, all supported by experienced specialists throughout our robust RBC network who understand your unique needs and are ready to help you move forward with confidence.
Our commitment to our clients
We ensure you receive a comprehensive suite of planning, advice and strategies designed to support every aspect of your financial life.
Written, up-to-date financial plan
We create your personalized plan that addresses cash flow, tax strategies, investments, retirement, estate planning and more.
Current Will that reflects your wishes
We connect you with Will and estate planning professionals to support the thoughtful, legal documentation of your wishes.
Comprehensive estate planning review
You’ll receive registered estate tax planning services, including multiple and contingent beneficiary designations.
Tax-efficient investment strategies
You’ll benefit from strategies for tax-minimization, deferral and funding, and domestic and cross-border planning.
Executor and Power of Attorney
Our extended team of experts will help you manage executor or Power of Attorney duties and/or select the best candidate.
Personalized investment portfolio
We develop your portfolio based on your investment objectives, income needs, timeframes, asset mix guidelines, and more.
What our clients say about us...
Samuel is the poster child for ”we care about you”. Just wanted to give recognition to Samuel for being the posture child for what the average investor would hope for in a financial advisor...
Tony
Media Executive
He is organized, insightful, and highly results-oriented.I have no hesitation in recommending Sam to my friends and family...
Renee G.
Retired Teacher
You really have a knack for helping us to understanding both long and short term goals and to help us see the bigger picture for solid financial planning...
JH
The first time I met Sam, I was impressed with both his knowledge and keen sense of serving clients...