Savoia Group of RBC Dominion Securities
Helping families see what’s possible … and making THAT a reality!
Working together to help you achieve what truly matters to you.
This is more than a tagline; this statement sits at the core of everything of everything we do. By championing a family office approach for more than 25 years, we have been working side by side with business owners and professionals to help them realize what is possible.
By choosing the Savoia Group of RBC Dominion Securities, you will benefit from the breath and stability of RBC, a large global organization while maintaining the personal connection an accountability of an entrepreneurial team.
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 planning for high-net-worth individuals is rarely straightforward, but we help ensure it can be. As our client, you are actively involved in seeing what is possible and making that a reality.
Whether you are a business owner, professional or retiree, every client benefits from our proven process, service and commitment. Our team puts your goals first.
How we do it
We work closely with you, starting with an honest and authentic conversation about what’s really important to you - your values, your life principles. Then, we put a solid plan in place that encompasses where you are now and where you want to go.
We take care of your financial affairs and also secure your legacy to protect the people you cherish the most in this world.
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.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.
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.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Client testimonials
We know we have done our job well when our clients achieve financial confidence, freedom and peace of mind. Hearing how we have helped them reach their goals is the most rewarding part of our work – and we are grateful when they share their feedback with us.
"My motivation in choosing a wealth management team was to secure the financial future of the next generation of our family. Equally important was working with a financial manager who delivers solid returns and fosters a sense of trust and transparency. The Savoia Group’s clear communication, approachability, willingness to answer all our questions, and ability to explain their strategies in a way that resonates with us, reassured us of their understanding and involvement in the process. Their continual communication ensures that their approach aligns with our financial goals. The team thoroughly assessed our needs and developed a tailored plan to help us move forward and upward. I would confidently rate the Savoia Group a 10 out of 10 in all these respects."
A satisfied client
"We chose to switch from our previous wealth management advisor since we were looking for someone who would be more personal and open to communication. We were not disappointed when we joined the Savoia Group. From the get-go, Pat and his team were there to cater to our needs, taking the time to understand our family, our challenges, our ambitions, and how we operated. We could tell right away that this was a different group.
We were pleasantly surprised to see that we were on the same wavelength and on the same page as Pat’s team. From having strategic meetings about wealth management to discussing family matters, with respect to wealth management and knowledge transfer to the kids, Pat and his team are there all the way.
We’re so glad we made the switch!"
Anibal J.
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.