Lilly Kazaz Private Wealth Management of RBC Dominion Securities
Intelligence. Integrity. Experience. Care. These are the hallmarks of our practice.
Putting you first with a dedicated team approach
Nothing is more important to us than earning and maintaining our clients’ trust and confidence. We have built our practice to achieve this end. As a results-oriented team of experienced wealth management professionals, we are committed to offering resources designed to meet your needs for the wealth you have earned and plan to accumulate.
We understand the complexities of high-net-worth individuals and families and cater our practice to their needs. Our services help protect your wealth with thoughtful, detailed financial care. You also benefit from a personalized, tax-smart investment process based on a strong, principle-centred philosophy. We help simplify your life by managing your financial, charitable, and estate needs.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
2024 RBC Global Citizen Award
I am humbled to announce that I have been honoured with the 2024 RBC Global Citizen Award—one of the most coveted awards within the RBC Performance Program.
Click here to read more about the 2024 RBC Global Citizen Award.
Professionals at your service
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
While money is just a means to an end, it still requires professional attention. Most importantly, it requires attention that acknowledges all your goals in life – not just financial objectives. In addition to helping you manage your investments and finances, we help you plan your retirement, protect your lifestyle, and create your family legacy.
How we work
Our disciplined process revolves around you and your family’s vision and philosophy. We begin by identifying your values, needs, and goals. We then analyze and evaluate the particulars of your current financial situation. Finally, we provide you with the comprehensive advice you need to help you make the informed decisions that will secure your present lifestyle and protect your family legacy for the 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.
Our clients
While we are able to advise on any form of wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Divorcees
Divorce can be emotional, which is why it’s important to look after your well-being, financial and otherwise. We’re here to support you and help you make the right financial decisions in the midst of change.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.
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.