Through meaningful, long-term relationships formed across generations, we ensure our clients are well prepared for the future – including the unexpected – by building their wealth through sound portfolio construction and estate planning focused on tax efficiency.
Using a rigorous, disciplined methodology, we are dedicated to helping individuals and families achieve greater financial confidence. We offer our clients a comprehensive, discreet, and tailored approach to managing all aspects of their financial affairs.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage of your life.
We start by taking the time to understand your needs, goals, time horizon and risk tolerance.
We develop a clear guiding document, your Investment Policy Statement, outlining the principles for how you 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.
We keep a close eye on your portfolio, making thoughtful adjustments as needed so it continues to align with your objectives in changing market conditions.
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.
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.
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Read the latest market insights and more from Jeff, as well as experts and thought leaders at RBC.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Summary of the important dates and tax information required for your annual tax return
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
You’re invited to a timely virtual event featuring Frances Donald, Senior Vice President and Chief Economist, RBC, as she shares her perspectives on the economic developments shaping the outlook for Canada and the global markets. Moderated by Stu Kedwell, Chief Investment Officer, RBC Global Asset Management, the conversation will explore:
To participate in this virtual event, click on “Register” above.
This event is taking place on the BrightTALK platform. If this is your first BrightTALK event, you will need to provide your name, email and password of choice. Please ensure to set your time zone and your email preferences in the account settings.
This event will be offered in English with French closed captions. A recording will be available to watch on-demand following the event.
Guest speaker: Hosted by:

Frances Donald Stu Kedwell, CFA
Senior Vice President and Managing Director and Sr. Portfolio
Chief Economist Manager, Global Chief Investment Officer
RBC RBC Global Asset Management
Privacy & Security | Legal | Accessibility | Member-Canadian Investor Protection Fund
This document has been prepared for use by the RBC Wealth Management member companies, RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., Royal Trust Corporation of Canada and The Royal Trust Company (collectively, the “Companies”) and certain divisions of the Royal Bank of Canada. Each of the Companies and the Royal Bank of Canada are separate corporate entities which are affiliated. Private Banking Services are offered through Royal Bank of Canada. *Member-Canadian Investor Protection Fund. RBC Wealth Management is a business segment of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © 2026 Royal Bank of Canada. All rights reserved.