MacAskill Wealth Management of RBC Dominion Securities
Helping You Build and Protect Your Investment Wealth
Helping You Build and Protect Your Investment Wealth
Colin MacAskill and his team of investment professionals are dedicated to helping high net-worth families develop financial solutions tailored to their unique circumstances. We seek to build long-term wealth by matching a clients risk profile with the appropriate asset allocation. We integrate the investment portfolio into a comprehensive wealth management plan, drawing upon our extended network of professionals to ensure all your financial needs are met.
New Clients Accepted By Referral Only
"Hi Colin, I've taken a second look at the package you provided for me at today's meeting, and just wanted to thank you for your time and energy. While I appreciate it is part of your job description, not everyone can present themselves, and the facts, in a manner that hits home for a client. In my case, the explanation was just what I needed to put myself back in touch with my portfolio."
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
Colin and his team members Jodie Henzel, Jaime Wong, Min Hong and Jan Iezzi collectively manage over $750 million for approximately 400 client families. Our focus is on conservative investment management and ensuring that all of our clients financial planning and tax and estate planning needs are satisfied. As a client of MacAskill Wealth Management, you will receive timely service and professional advice from the various experts who form our team. Team members focus on different areas of client service according to their background and area of expertise. You get the expert assistance when and where you need it.
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.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
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.