Infantino Private Wealth of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Serving specialized needs
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.
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.
Retirees and pensioners
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.
Working professionals
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.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Giving back
On Friday June 16th 2023 we had over 150 golfers join us at Lebovic Golf Club and raised approximately $20,000 for Special Olympics Ontario. Over the last 16 years we have raised over $400,000 for various charities.
About our 2023 Charity
Special Olympics Ontario provides year-round opportunities in sports training and athletic competition for children and adults with intellectual disabilities. Special Olympics is founded on the belief that with proper instruction and encouragement, those with intellectual disabilities learn and enjoy from participating in team & individual sports. Through training and competitions, participants benefit mentally, physically, socially and spiritually and this helps unite our community in understanding people with intellectual disabilities in an environment of equality, respect and acceptance.
Prime Time Money Radio Show
Richard Infantino has been the host of the weekly live radio program Prime Time Money since 1992. Currently you can hear Richard on Zoomer Radio, AM 740 or 96.7 FM every Sunday at 10:00 am EST. The show focuses on all areas of investment and wealth management, as well as timely ideas for those approaching or enjoying retirement.
Prime Time Money has been one of Ontario's longest running programs for over 25 years, during which Richard has interviewed leading money managers, estate lawyers and accountants on a variety of investment and wealth management topics.
Richards vast experience in the investment industry, coupled with his access to global market research and investment expertise have helped him to advise his clients and help them achieve their personal and financial goals. Over the years, Richard has presented at over 500 wealth management seminars and workshops, making him a much sought-after speaker and advisor.
If you are interested in receiving complimentary investment guides from this week's Prime Time Money Radio show, call Dominique toll free at 1(866) 891-2637
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.
Events
Join us at any of our Complimentary Workshops!
You and your family and friends are invited to take part in our complimentary, monthly financial seminars. Every month we feature a new guest speaker to help guide you and learn more about investing, retirement planing, estate planning, tax-efficient saving and many other topics. Workshops always feature a Q&A at the end so you will be sure to get all your financial questions answered. Everyone is invited; locations and times change so be sure check the event details. Make sure to RSVP with Dominique at 905-822-1469 or by email at dominique.sicilia@rbc.com. If you have any questions or concerns, Dominique would be happy to answer them.
We look forward to seeing you at the next one!