Guaiani Farinelli Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
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.
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 design investment portfolios tailored to your needs with a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we customize solutions to your circumstances. We review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We can also connect you with RBC specialists in insurance, estate planning and business planning to ensure all your financial needs are covered.
How we do it
Our four-step portfolio process keeps your investments aligned with your goals:
- Discovery – We understand your needs, goals, time horizon and risk tolerance
- Investment Policy Statement – We establish guiding principles for managing your portfolio
- Portfolio Construction – We build a personalized mix of stocks, bonds and cash with our investment strategists and research analysts
- Ongoing Monitoring – We regularly review and adjust your portfolio to maintain alignment with your objectives as market conditions change
Our clients
Business Owners
Invest strategically to diversify beyond your business and build long-term wealth for your family's future.
Medical Professionals
Maximize your earning potential with tax-efficient investment strategies that align with your high-income lifestyle.
Pre-Retirees & Retirees
Generate reliable income and protect your retirement lifestyle with carefully crafted investment solutions.
High Net Worth Individuals
Preserve and expand your wealth with exclusive investment strategies and portfolio management for significant assets.
Legal Professionals
Protect and grow your wealth through sophisticated investment planning tailored to your professional success.
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.
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.