Hart Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Get to know Hart Wealth Management
As part of Canada’s largest wealth management firm, The Hart Wealth Management Group of RBC Dominion Securities was created to deliver an unsurpassed experience to high-net worth individuals and their families, foundations, and businesses. At the core of our service, is a disciplined investment approach in partnership with our clients. By providing advice founded on a culture of RBC Dominion Securities’ one hundred years of excellence, accountability, and transparency, and driven by global insight and social responsibility, we deliver sophisticated solutions designed to weather volatile times and use wealth to empower a life well lived, today and in the future.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.