Welcome
At RBC Dominion Securities, we have been helping high net worth investors achieve their financial goals since 1901. Today, we are Canada’s leading full-service investment and wealth management firm, with over 400,000 Private Clients across Canada and around the world. Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio* and wealth management plan that aligns with your unique circumstances and specific needs.
Click on the menu tabs above to learn more about our team, and/or to book an appointment.
*Our Private Client solutions are typically best suited for investment portfolios of $2,000,000 or greater
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
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We work exclusively with high-net worth families and organizations to build customized investment portfolios and provide comprehensive wealth management solutions for our Private Clients. 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
Dan and his team work exclusively with high-net worth families to create customized investment portfolios and provide holistic wealth management advice using a disciplined process that is structured, proven, and effective:
The Process “FLOWS”
First Impressions
Through discussions surrounding background, family, hobbies, and core values, we'll determine if there's a fit and if Dan's approach can add value to your current financial situation.
Listen
The most important aspect of the entire model is to truly understand your unique situation. We will listen and ask questions to discover and clarify your needs, goals, objectives and desires.
Optimize
After carefully addressing your concerns, Dan and his team will meticulously construct your customized financial game plan and provide you with the best possible financial solutions.
Walk the Talk
This is the implementation phase in which Dan's team puts your unique financial strategies to work for you.
Service the Flow
Your portfolio and financial game plan are subject to ongoing review, to ensure that you are continuously on track. Together we review and revise to make certain that we are constantly utilizing the best financial solutions possible.
This process offers you complete peace of mind knowing that your finances are being properly and professionally cared for.
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.
Client Testimonials
What Our Clients Have To Say
"In addition to disciplined investment management, they provide sound wealth management advice and personalized solutions to help families achieve their goals, and ultimately, peace of mind.”
David Agnew, CEO RBC Wealth Management Canada
"Dan and his team are knowledgeable, professional, and committed to looking after my investments."
Don Flaman, Flaman Group of Companies
"Our relationship with Dan is built on a solid foundation of trust and confidence – underpinned by his proven character and competence. It is a pleasure to work with Dan and his team, and I would recommend Hulak Private Wealth to colleagues and friends without reservation.”
Ken Doleman, CEO Palliser Insurance
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
GIC Rates
The latest GIC rates from various financial institutions.
https://rbcwealthmanagement.bynder.com/m/2842bcc7925bc6a2/original/GIC-Rates.pdf
Dan's Comments
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Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.