John Young, CIM
Senior Portfolio Manager & Wealth Advisor
Focusing on the big picture
With the support of RBC Dominion Securities, my team and I build tailored wealth management strategies for individuals, families, and businesses. Our services are designed for clients whose financial affairs have become increasingly complex. Working in partnership with your tax and legal advisors, my team and I can help you address your wealth management concerns. Our services include financial and retirement planning, tax strategies, estate structuring and business succession planning.
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
Our focus is on planning and execution, and we view wealth management as a partnership where client and advisor are accountable to each other. By building a detailed plan, that is part of our disciplined six-step process, we can help ensure you meet your goals and discover your true wealth.
How we do it
Reciprocal trust and accountability: Between client and advisor.
Proactive asset allocation: Reflecting your time horizon, risk tolerance and our economic outlook.
Solid planning: With an Investment Policy Statement, financial plan and service plan to help you to reach your goals.
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.
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Executives
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.
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.
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.