Laprise Wealth Management of RBC Dominion Securities
Achieve financial freedom with professional wealth management
You’ve already achieved so much in life. Yet there’s so much more you can do.
You may want to help your family. Fulfill your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement.
Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.
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 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.
Community Involvement
We understand that wealth doesn’t just refer to one's personal finances. It also includes a sense of prosperity and responsibility to support the communities in which we live and work. Over the past 20 years, through the events we sponsor and the organizations we partner with, Laprise Wealth Management has been committed to helping support our community. Please see below for a sample of the organizations, events and causes we are involved with.
New Haven Learning Centre
Save the Children
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.