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 customized investment and wealth management advice for all life stages and market conditions. Through a comprehensive wealth management approach, we provide income planning, tax-minimizing, corporate wealth creation and estate planning strategies to help our clients make progress towards all their financial goals. Our clients can expect professional advice combined with a personal approach that is always focused on their aspirations and achieving long-term success.
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 build personalized wealth strategies designed to help you achieve your financial goals. Through a disciplined investment process and comprehensive planning approach, we help individuals, families, and business owners grow, preserve, and transition wealth with confidence. Whether your priorities include retirement planning, tax efficiency, wealth accumulation, estate preservation, or business succession, we take the time to understand your complete financial picture. By defining clear objectives, assessing risk tolerance, and developing tailored strategies, we create a roadmap aligned with your long-term vision. When specialized expertise is required, we collaborate with a network of professionals in areas such as insurance, estate planning, tax strategy, and business advisory services to ensure every aspect of your financial life is thoughtfully coordinated.
How we do it
Every client relationship begins with a comprehensive discovery meeting. We take the time to understand your financial situation, retirement objectives, family priorities, business interests, time horizon, and risk tolerance. Using the insights gathered during discovery, we develop a customized Investment Policy which will serve as the framework for keeping focused decision-making during both favorable and challenging market environments. Guided by your Investment Policy Statement and supported by institutional research and market insights, we build a diversified investment portfolio tailored to your goals. Then through regular reviews, proactive communication, and continuous portfolio monitoring, we ensure your investment strategy evolves alongside your life.
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