Kothlow Unser Wealth Management Group of RBC Dominion Securities
Providing leadership for all your financial needs
A diligent, disciplined approach to enhancing and protecting your wealth.
Your wealth is the culmination of a lifetime or many lifetimes’ worth of work, and our mandate is to provide you with peace of mind regarding its management. We prioritize knowledge, expertise, and education to offer sound advice, tailored solutions, and exceptional value. We build lasting relationships with our clients, who include high-net-worth individuals and families, high-earning professionals, and multi-generational families. Putting their needs and interests first, we help clients achieve their goals, enhance their wealth, and transfer it to the next generation.
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.
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
Getting the right investment advice is a key part of managing your wealth, but it’s just one part of the bigger picture. You may also require assistance with retirement planning, estate structuring to minimize taxes, business succession, and more.
Our team aims to provide the best of both worlds: uncomplicated, common-sense investment management backed by world-class research alongside top-tier financial planning and wealth advisory services. Exceptional responsiveness comes as standard, with a commitment to continuous improvement and professional development.
How we do it
We truly believe our clients are like our extended family, and our team has forged relationships that span multiple generations. We aim to offer you a comfortable environment for thoughtful dialogues about your priorities, address questions you may have been afraid to ask, and provide sound advice.
Your goals-based financial plan and our conservative, no-nonsense approach to investment management give you a framework for consistent, measurable success. Ultimately, we offer our clients peace of mind in knowing their financial affairs are professionally managed.
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.
Plan for tomorrow – today
Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.
Your health
We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.
Your support needs
We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.
Your finances
We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities.
Your legacy
We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.
Our quarterly commentary & Global insights
Read our latest quarterly commentary from the team and as well as experts and thought leaders at RBC.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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
Parking instructions
Parking is located behind our office on Atlantic Avenue. To pay for parking, please scan the QR code posted around the lot or visit this website to register your license plate. There is also paid street parking along Pacific Street and Glen Drive.