Infantino Private Wealth of RBC Dominion Securities
Enjoy life with financial confidence. Whether you are approaching retirement, or already there, our team can help you build a financial plan to create reliable income, financial security and peace of mind to enjoy retirement to the fullest.
Your goals are unique. Your wealth strategy should be too.
Our team brings decades of expertise to families and business owners seeking personalized wealth guidance. We start by listening—understanding who you are, what you need, and what matters most. From there, we craft comprehensive strategies across investment, tax, insurance, and estate planning, then connect you with RBC Dominion Securities' specialized professionals to address your multi-generational goals. You get real relationships and strategic thinking, not generic templates—so you can enjoy your success today while building and preserving it for tomorrow.
Professionals who put you first
We believe wealth planning shouldn't be one-size-fits-all—it should reflect your unique circumstances, goals, and values. By combining decades of experience with RBC Dominion Securities' full range of resources, we coordinate expert support across investment, tax, insurance, and estate planning. Our focus is simple: know you well, think strategically about your future, and deliver real peace of mind.
How we do it
Our process is grounded in disciplined portfolio management and access to world-class resources. We leverage RBC Dominion Securities' highly ranked research department, three proprietary analytical disciplines—Fundamental Analysis, Quantitative Analysis, and Trend & Cycle—plus global research partnerships and timely updates from the RBC Investment Strategy Committee. Throughout, we maintain a consultative approach: asking tough questions, listening carefully, and ensuring your portfolio reflects your risk tolerance and time horizon. Joining the Infantino Private Wealth family means regular portfolio reviews and rebalancing, industry experts at your fingertips, and a team dedicated to helping you reach your goals.
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.
What we do
We conduct a comprehensive evaluation of your investment portfolio using our own four-step process. We start by listening carefully to understand your objectives, financial goals, and unique situation. We then create a custom Investment Policy Statement that serves as your portfolio blueprint, documenting your investment objectives, time horizons, and risk tolerance. Next, we analyze your current holdings against this blueprint and market conditions using RBC Dominion Securities' proprietary research and analytical resources. To tie it all together, we deliver a detailed assessment with specific recommendations, confirming if your portfolio is properly structured or identifying adjustments needed for success.
Professionals who put you first
We believe wealth planning shouldn't be one-size-fits-all—it should reflect your unique circumstances, goals, and values. By combining decades of experience with RBC Dominion Securities' full range of resources, we coordinate expert support across investment, tax, insurance, and estate planning. Our focus is simple: know you well, think strategically about your future, and deliver real peace of mind.
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 our expert-led webinar series
Discover insights on topics that matter to your financial future. Richard Infantino's biweekly webinar series features industry experts discussing market trends, opportunities, estate and legacy planning, and more.
Whether you're looking to stay informed on current market dynamics or explore strategies tailored to your goals, these sessions offer valuable perspectives and educational guidance. Each webinar is designed for forward-thinking professionals and investors.
Contact Charlotte at charlotte.egan@rbc.com to register today, secure your spot and join a community of like-minded professionals committed to financial growth and planning.