Liut & Field Wealth Management of RBC Dominion Securities
Invested in your future
Grow more than wealth
At Liut & Field Wealth Management of RBC Dominion Securities, we provide personalized investment and wealth management solutions tailored to every stage of life. Through comprehensive planning and disciplined investment management, we help individuals, families, and business owners build, preserve, and transition wealth while working toward their long-term financial goals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Wealth Management Approach
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 develop customized wealth strategies focused on retirement planning, tax efficiency, estate preservation, business succession, and wealth accumulation. By understanding your complete financial picture, we create tailored solutions designed to align your investments and financial planning with your long-term objectives. When needed, we collaborate with trusted specialists in tax, insurance, estate planning, and business advisory services to deliver coordinated advice.
How we do it
Our process begins with a detailed discovery meeting to understand your goals, priorities, risk tolerance, and financial circumstances. We then create a personalized Investment Policy Statement to guide decision-making and build a diversified portfolio aligned with your objectives. Through ongoing reviews, proactive communication, and continuous monitoring, we help ensure your strategy remains aligned with your evolving needs and changing market conditions.
Serving Specialized Needs
While we are able to advise on any Canadian’s 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.
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.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
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