Kent Chen Wealth Management Group of RBC Dominion Securities
Thoughtful planning. Disciplined investing. Long-term partnership.
Your wealth deserves more than a standard approach.
We advise clients who want more than investment selection - they want a clear, coordinated strategy for their wealth. From portfolio construction and retirement planning to tax-efficient income, estate considerations, and family wealth transfer, our team helps clients make informed decisions with confidence and discipline.
Personal advise backed by a disciplined team approach
We bring together investment discipline, planning insight, and attentive service to help clients make confident decisions at every stage of their wealth journey.
Clear advice begins with understanding the full picture
Our process starts with understanding your full financial picture, then building an investment and planning strategy designed to evolve with your needs.
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.
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.
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.