Harper Morais Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Exceptional Client Service
From our office in the heart of downtown Guelph, Harper Morais Wealth Management offers a total client service and wealth management experience. We work with successful families in Guelph and the surrounding area and offer comprehensive portfolio management and financial planning to doctors, dentists, farmers, business owners, executives and multi-generational families.
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 to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.
Community Impact
Where Commitment Meets Community
At RBC Dominion Securities, we recognize the importance of supporting the communities where we live and work. In Guelph, we’re committed to contributing to initiatives that drive positive change and long-term impact. Through partnerships with local organizations and involvement in meaningful causes, we’re proud to play a role in strengthening the Guelph community. Below are some of the initiatives and organizations we support
Guelph Wish Fund For Children
The Guelph Wish Fund for Children provides ‘wishes’ and support to children under the age of 19, residing in Guelph or Wellington County, who are living with a significant illness, life-altering injury or a rare and debilitating syndrome.
United Way Guelph Wellington Dufferin
United Way creates lasting positive change. We are uniquely able to unite people and resources to find solutions to existing and emerging social issues to support all who live in Guelph, Wellington, and Dufferin.
We Fund Care
A fund that supports children and their families in need of financial assistance during their shared battle with cancer.
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.