Grosvenor Private Wealth of RBC Dominion Securities
Helping people achieve financial peace of mind so they can focus on what matters to them
Delivering an exceptional experience to each and every client
Our clients inspire everything we do. We provide comprehensive wealth management services to help our clients achieve their financial goals. High-net-worth individuals and families, professionals, business owners, and entrepreneurs benefit from our structured process, tailored solutions, and the confidence from knowing their wealth is being expertly managed.
We act as the quarterback of each client’s financial journey, ensuring every detail is addressed.
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
We take a holistic wealth management approach to help our clients achieve their financial goals and dreams. Our goal is to deliver an exceptional client experience by providing disciplined, tailored financial planning, investment management, Will, estate, and insurance reviews, tax planning support and family office services.
How we do it
After taking the time to understand each client’s needs and goals, we build their financial plan and a well-diversified portfolio, allocating assets so they align with their risk tolerance and values. We ensure our clients stay the course toward success by monitoring their progress and drawing on the expertise of our extended team.
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.
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.