Getting the right investment advice is key to wealth accumulation, but it's just one part of the wealth ecosystem. From seed money to family nest, to pre-retirement and finally retirement, we help you navigate through the wealth cycles of life. We focus on managing cash flows, minimizing taxes, investing in a child’s education, planning for retirement, or structuring an estate in a tax efficient manner. We understand how your needs and goals evolve with time. No matter where you are on your financial journey, we’re here to guide you towards success every step of the way.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We offer a holistic wealth management approach tailored to your unique needs, vision, and goals. Our experienced team works with you to create your ideal life. We have strategies to help grow your assets for your future goals, preserve your assets, protect your financial well-being, create income streams during retirement, and create your legacy.
Collaborating with you and our team of specialists in all areas of wealth management, we create and implement a tailored action plan for each stage of your wealth cycle. Your plan provides the structure and flexibility needed to help you navigate risk and seize opportunities.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
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.
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.
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.
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.
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.