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.
Educational Videos
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.
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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.
Who we help
Serving individuals, families and business owners.
Individuals & Families
For individuals and families it is very important to provide for the here and now. You need a comprehensive plan to help grow and maximize your wealth, and if things do not go according to plan, you and your family need to ensure that you are protected from unexpected circumstances. Illness, disability and premature death all pose real threats to a successful financial plan and to the well-being of your family, and this is why it is imperative to have a prudent financial plan to protect and preserve wealth for generations to come.
Retirees
In order to achieve and sustain financial independence in retirement, it is important to ensure that you have the proper plan in place. We will assist to ensure that income needs and goals are looked at as well as looking at disciplined wealth management strategies to assist in growing and maintaining your wealth throughout retirement.
Business owners
We work with business owners to ensure that their needs are looked after from a tax and planning perspective. We also work closely with business owners to ensure that their employees are looked after through the company's pension and benefits. The employee benefit world is ever changing and it is important to be able to offer innovative solutions to business owners to help retain and attract high quality employees. If you are paying for an outdated benefits package we can help to customize solutions that will work within your budget to make sure that employees are given the best insurance, benefits and retirement planning coverage.
Optimize Your Wealth: A Tailored Plan for Business Owners
Business owner? Learn how Paul Hart helps integrate business and personal financial planning for long-term success
Next-Gen Wealth: Engaging Heirs in the Investment Conversation
Responsible & Impact Investing
RBC Dominion Securities supports the merits of responsible investing. RBC is committed to community involvement, diversity and inclusion, and environmental responsibility to help the world become a better place—for both current and future generations.
What is Responsible Investing?
Responsible investing is an umbrella term encompassing the approaches used to deliberately incorporate environmental, social and governance (ESG) considerations into an investment portfolio.
Growing Your Wealth Through Positive Impact
Every portfolio has environmental and social risk. Investors who are increasingly concerned with what risks may be present in their investment portfolios could consider responsible investing. RBC Dominion Securities supports the merits of responsible investing. RBC is committed to community involvement, diversity and inclusion, and environmental responsibility to help the world become a better place—for both current and future generations. To help make good on our commitment to have a positive social and environment impact, we have pathways for you to invest capital in a more responsible manner.
What is Responsible Investing?
Responsible investing is an umbrella term encompassing the approaches used to deliberately incorporate environmental, social and governance (ESG) considerations into an investment portfolio. We believe there are four main applications of this data, and each applies this data very differently.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.