Lauer private wealth serves a select group of very-high-net-worth families navigating increasing financial complexity.
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.
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.
Discretionary Portfolio Management. Personally Delivered.
At Lauer Private Wealth, we don’t just invest—we allocate. Through RBC Dominion Securities’ Private Investment Management (PIM) program, we offer discretionary asset management with the discipline, structure, and oversight typically reserved for institutional portfolios. It’s a pension-style approach, tailored to individuals and families who want their capital treated with the same level of care as a generational endowment or corporate reserve.
Multi-Asset Strategy. Unified Execution.
R. Matthew Lauer is a licensed Portfolio Manager with a focus on portfolio design, diversification, and ongoing stewardship of client capital. Drawing on a broad opportunity set across traditional and alternative investments, he emphasizes disciplined allocation, careful monitoring, and consistency of approach over time. The objective is simple: portfolios that are resilient, adaptable, and aligned with long-term priorities.
They introduced us to a more refined set of opportunities, including select private market strategies that aligned with our long-term objectives.
Client -- Principal, Engineering Firm
A Limited Roster. A Direct Line.
This is not mass-affluent wealth management. Matthew oversees capital for a limited number of clients because that’s what it takes to deliver focus, clarity, and results. Clients don’t just get advice—they get access. Portfolio construction, strategy discussions, macro positioning—it all comes from someone who understands the details and sees the whole picture. Every meeting is a strategic conversation built around you: your goals, your liquidity needs, your timeline, and how your capital should work across market cycles.
Discretion that Drives Outcomes.
Through the PIM platform, portfolios are managed within an approved mandate, allowing for timely implementation, disciplined rebalancing, and thoughtful positioning across asset classes.
Institutional Thinking. Private Delivery.
Your portfolio is built with the same discipline applied to pension funds and endowments—but delivered personally, with direct access to the person behind the decisions. This is discretionary asset management done right. Focused, nimble, intentional and entirely aligned with your future.
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.
Testimonials
"Having a single team oversee the moving parts created clarity and saved us time."
Client -- Physician and Lawyer
"Every recommendation reflected suitability and conviction rather than simply following a standard menu."
Client -- Principal, Engineering Firm
"What I value most is their patience, consistency, and willingness to take the time needed to understand my concerns and manage the details on my behalf."
Client -- Private Investor
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.