Offering comprehensive investment and wealth management based on simplicity, integrity, and a disciplined approach, we help you prepare for the expected and unexpected at all stages of your financial journey.
We help high-net-worth individuals, families, and business owners grow and protect their wealth using an in-depth planning process and customized strategies that offer peace of mind. Andy’s top priority is ensuring that you and your family feel confident and comfortable about your finances today and tomorrow.
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.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
Life – like the financial landscape – is ever-changing, so we help you successfully navigate risks, seize opportunities, and achieve your milestones with a straightforward plan that can evolve as your needs and goals do.
Offering discretionarily managed accounts and customized portfolios, we leverage the expertise of RBC specialists and external research services. Our approach emphasizes cash flow return on capital, qualitative business factors, and long-term growth.
Working together, we’ll guide you through our five-step process, starting by fully understanding your needs, values, risk tolerance, and goals. Once executed, we’ll review your plan regularly, adjusting as needed, to ensure you’re making progress.
Knowing our clients’ goals extend beyond their portfolios, we draw on our RBC partners to offer a range of services, including estate planning, business planning, insurance solutions, private banking, and tax strategies.
Learn more about how we can help prepare you for both the expected and unexpected events in life.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
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.
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.
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.
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.
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.