Your life, uncomplicated
It's all about your life, uncomplicated. It means listening to you, deeply understanding your goals and developing a long-term financial plan that will achieve those goals.
Your financial plan taps into RBC's full range of experts and solutions, including estate planning, insurance, and portfolio management, all designed to protect and grow your wealth long term.
We constantly monitor your accounts and financial plans to take advantage of financial opportunities as they become available strictly in the context of your plan, your plan frees you from worrying about investments - and lets you simply live your life.
Our philosophy
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Our Equity Philosophy
Our proven investment philosophy is founded on our core belief that wealth management doesn't need to be complicated. It needs to be simple. In this vein, we follow the principles of Warren Buffett and Berkshire Hathaway, in that we only provide investment solutions we understand fundamentally.
As part of this approach, we focus on owning companies which:
- Have a track record of creating shareholder value
- Have management that treats shareholders as partners
- Are trading below intrinsic value
- Have a simple, easy to understand business model
We tend to manage concentrated portfolios composed of quality businesses we want to own for many years. We believe this approach will maximize long-term performance, improve after tax returns and keep costs to a minimum.
Our Fixed Income Philosophy
We believe that all too often, fixed income strategies are made unnecessarily complicated. In contrast, we believe that simplicity is the much more effective approach and so we focus on these key factors:
- Preservation of Capital
- Emphasis on risk relative to return
- Strict management of credit quality
Private Investment Management
Private Investment Management - the premium level of discretionary wealth management offered at RBC Dominion Securities - is the term we use to describe the approach above. If you desire greater freedom to focus on what's really important to you and the confidence of knowing that your portfolio is in the care of trusted professionals, our services could be a great fit for you.
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.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
Six financial literacy principles
Core concepts to help build sound financial management skills.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Brand Foundation
Our first and most important step toward uncomplicating your life is to listen to your hopes and dreams, whatever they may be, and prepare a full financial plan for you that includes a custom-fit array of services and solutions for the long term.
We follow the proven philosophies of Warren Buffett, which include hand selecting only those investment solutions we deeply understand. And to paraphrase Einstein, if we can't explain it simply to you, then we don't understand it well enough.
Our knowledge and expertise are second to none. Our focus on education, designations and continuous learning - along with RBC's wealth of resources - allows us to offer innovative and creative strategies that others cannot.
Core Purpose - Why we exist
We believe that wealth management doesn't need to be complicated. It needs to be simple.
Vision - Where we are going and how we will get there
For our clients to feel so well listened to and understood, that we earn the business of every next generation.
Mission - What we do every day to get there
We uncomplicate your life by helping you navigate not just the markets but also your personal life events.
Position - How we are different
Your life, uncomplicated
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.