Langill Wealth Management Group of RBC Dominion Securities
Managing your wealth as a family CFO
When our clients face any kind of financial opportunity or challenge, they can rely on our team to guide them through it.
With over 40+ years experience, Don is accustomed to navigating through the uncertainty and volatility in the markets and the global economy. In addition to portfolio management, he offers advice on buying and selling businesses, handling cross-border issues, analyzing insurance policies, reviewing Wills and estate plans and developing financial plans.
It is each client's unique personal story that motivates us to do the very best we can for them and for every family we look after.
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 specialize in highly customized investment solutions for discerning investors who expect solid financial results, individual attention, and bespoke service. Led by Senior Portfolio Manager, Don E. Langill, our team shares a passion for understanding your specific needs and looking after all aspects of the financial well-being of our clients and their families. We act as the personal family CFO, following a clearly defined and proven investment discipline to help each and every family achieve their financial objectives and goals.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Top-tier service we are proud to provide
We are privileged to have been named one of the highest-ranked teams at RBC Dominion Securities for client satisfaction.
In 2007, RBC Dominion Securities clients were asked to provide feedback on their satisfaction levels with their advisors in a national client survey. Our clients' own satisfaction scores in the inaugural survey were amongst the highest across all advisors and teams nationwide. In a similar national survey conducted in 2011, our clients responded with even stronger, more positive scores in all categories, and Langill Wealth Management Group of RBC Dominion Securities was rated by our clients as one of the top practices in the firm.
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.
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.