Hateley Thevenin Private Wealth of RBC Dominion Securities
Life is unpredictable. Our team will help you and your family remain prepared for any eventuality.
We know our clients. We know their families and their businesses. We know their goals, aspirations, concerns, and challenges. We use this knowledge to inform clients of how decisions made now will affect their finances in the future. We recommend personalized strategies that will lead to optimal outcomes for our clients and their loved ones. With a shared vision, we construct investment portfolios balancing stability, security, and growth in a manner that reflects the needs and objectives of our clients.
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
You have goals, objectives, and aspirations for yourself and your family. We’ll take the time to develop a tailored plan to help you achieve them and support you throughout your financial journey.
How we do it
Our work with you goes beyond your wealth and investments. We help you ease through life’s choices. Often, we’re among the first people our clients contact during milestones and significant moments. These include times when they need to make decisions or take the next step, such as when they sell their home or business, when a family member passes away, choosing when to retire, or planning for their children’s education. We feel privileged to be able to help you and your family whenever needed.
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.
Canadian families
Whether you’re starting a family or already retired, it’s never too early or too late to plan. Because life is a journey, having both an advisor and a plan can help guide you through every financial challenge and opportunity.
Industry professionals
With access to a wide array of traditional and non-traditional investment vehicles, including financial and commodity derivatives, we can access alternative investment markets and assist professional and sophisticated individual investors in structuring complex and leveraged investment strategies.
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.
Corporate executives
Executive professionals, directors, and decision-makers can take advantage of tailored solutions to help manage the risks of share-based compensation, protect wealth, and take advantage of fast-moving career opportunities.
Commercial businesses
We help our commercial clients structure and hedge their various risks, including foreign currency denominated receivables, fuel costs, and commodity-related expenses.
Commodities, financial derivatives and futures prices
RBC Lines in the Sand
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A global macro piece which focuses on capital flows and technical analysis in Canada and around the world. Highly relevant to those looking to gain an edge in equities, FX as well as fixed income markets.
RBC Commodity Comment
Prepared by Helima Croft, our Head of Commodity Strategy, the RBC Commodity Comment is a periodic research piece summarizing the bank’s view on a variety of markets.
RBC Currency Report Card
A monthly report issued by RBC Capital Markets that details a one- to three-month and six- to 12-month outlook on all major global currencies including emerging markets. The report embodies risks facing each particular economy, economic indicators as well as a quantitative forecast of each currency against all majors.
Hightower Report - Financial, Softs, Agricultural and Energy
A highly detailed newsletter covering both the technical and fundamental side of soybeans, corn, wheat, cattle, live stock, cocoa, sugar, cotton, coffee, crude, heating oil, gasoline, as well as global equity, fixed income and currency markets. Each issue contains a recommendation for all commodities reported on, including price targets.
RBC Canadian and U.S. Equity Price Targets and Research
This report contains daily price targets for U.S. and Canadian listed equities, as well as a summary of expected market activity. Readers can expect approximately five price targets for Canadian listings as well as an additional five for U.S. listings.
Brock Report
Branding itself as ""America's Most Complete Commodity Marketing Service,"" the Brock Report provides a very detailed look into global supply and demand of agricultural markets. The report contains both high level fundamental and technical research and opinions. Readers of this newsletter will quickly become well informed in all things grains.
RBC Weekly Dashboard
A five-page report summarizing scheduled economic events and releases for the coming week. This report also contains RBC's forecasts for various U.S. economic indicators that are expected to be released in the coming week.
RBC Commitment of Traders Report
This compilation of highlights from the CFTC's Commitment of Traders report provides insight into the open interest and additivity among hedgers and speculators with respect to their holdings. Major grains, softs, live stocks, energies and metals are included in this report.
Full service futures and derivatives trading and hedging across Canada
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.
Speculators | Hedgers |
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Please see are most up to date futures prices here
You will be able to view quotes from a full list of all sectors: Currencies, Grains, Meats, Softs.
LME Base Metals Trading
London Metals Exchange Access
RBC Dominion Securities offers access to London Metals Exchange (LME) forwards and LME options on forwards for qualified clients. Hedgers are able to protect against price movements, lock-in margins and offer fixed pricing to customers, decrease volatility in their earnings, and ensure that their success in their particular business is not negatively impacted by fluctuations in commodity prices.
The London Metal Exchange is the primary venue to enter the zinc, tin, aluminum, lead, and nickel markets. Trading in these markets is essential for many businesses in the scrap metal, metals recycling, metals mining, and metals processing. Contact Geoff Hateley and Hateley Thevenin Private Wealth at RBC to learn more or open an account.
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.