Marcus Lai & Mandy Wu Wealth Management of RBC Dominion Securities
The Wealth Management Team of Marcus Lai & Mandy Wu is a team of two professional Portfolio Managers with the highest credentials in the industry.
Our clients are affluent individuals, families, business owners, and charitable foundations from all over the world.
We are experienced with managing U.S. and international client portfolios and have a combined experience of over 30 years focusing on investment excellence. Through the Private Investment Management (PIM) program, which is RBC Dominion Securities' premium level of discretionary wealth management, we are able to build a framework for 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.
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.
We believe it should all start with you.
Wealth management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live the life you want, and provides a clear roadmap for your financial future.
Investment Management
With our clients achieving greater success in life, the PIM program delegates highly qualified advisors like us to manage day-to-day investment decisions so that our clients have the freedom to live the life they want.
Retirement Planning
Whether you are saving for retirement, protecting retirement savings or maximizing retirement income, we will help ensure that your retirement years are comfortable and secure.
Business Planning
For business owners, we offer over 100 years of experience providing clients with professional advice and high quality investment solutions.
Insurance Planning
With our insurance-based solutions, you can enhance your retirement income, protect your family’s financial security from adverse events, safeguard your business, and maximize the value of your estate for your beneficiaries.
Estate & Wealth Protection
Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favorite charity or other beneficiary.
Charitable Giving
Charitable and not-for-profit organizations play a pivotal role providing services integral to the Canadian experience. The Lai/Wu Wealth Management Team is committed to helping your organization provide its essential services well into the future.
Charities
One of our team’s most important goals has always been to give back to the community. Our clients also share this view and together we feel fortunate to support charities dear to us. Below Is a List of Charities That We Have Assisted
ALS
The ALS Society of BC is dedicated to providing direct support to ALS patients, along with their families, and caregivers.
Ask Friendship Centre
ASK (The Arbutus, Shaughnessy, Kerrisdale Friendship Society) is an Adult Day Centre focusing on the well being of seniors.
Big Sisters of BC Lower Mainland
As a leading child and youth mentoring charity, Big Sisters of BC Lower Mainland facilitates life-changing relationships.
Richmond Youth Service Agency
The mission of the Richmond Youth Service Agency is to be a leading provider of programs and services.
The Centre for Child Development
The Centre for Child Development helps children with the most complex and severe developmental disabilities.
Finnish Canadian Rest Home Association
Finnish Home is a two-story non-profit complex care facility conveniently located in South Vancouver, B.C.
B.C./Yukon Society of Transition Houses
BC Society of Transition Houses (BCSTH) is a centre of services and strategies necessary to end violence against women, youth and children.
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.