Marcus Lai & Mandy Wu Wealth Management of RBC Dominion Securities
Complex wealth calls for coordinated, personalized expertise.
Across portfolios, generations and borders.
We are highly credentialed Portfolio Managers who pair disciplined investment management with a deep understanding of each client’s priorities—helping them protect what they’ve built and pursue what matters most with clarity and confidence.
With more than 30 years of combined experience, we manage U.S. and international client portfolios through RBC Dominion Securities’ Private Investment Management program, backed by comprehensive multi-service support from RBC.
Our clients include individuals, families, business owners and charitable foundations in Canada and abroad.
Their financial lives often span investment portfolios, operating businesses, multiple generations and jurisdictions.
We connect the investment strategy to comprehensive wealth planning and the broader capabilities of RBC, keeping each portfolio aligned with the client’s wider financial picture as circumstances evolve.
A team with depth and continuity
Our eight-person team brings together portfolio management, wealth planning and dedicated RBC services to bring clients peace of mind. This structure gives clients the benefit of specialized expertise, responsive support and continuity across both strategic decisions and day-to-day needs.
OUR APPROACH
A disciplined process, shaped around you.
Every relationship begins with understanding, moves forward with a clear strategy and remains adaptive through constant review.
1. UNDERSTAND
• We take the time to understand your family, business interests, financial priorities and the responsibilities your wealth carries.
• We consider the full financial picture—including current holdings, income needs, risk considerations and long-term objectives—to establish a clear foundation for our advice.
2. IMPLEMENT
• We translate that understanding into a coordinated wealth strategy, supported by a disciplined investment mandate and comprehensive planning.
• We put the strategy into action, working with RBC specialists and your existing professional advisors whenever broader expertise is required.
3. REVIEW
• We monitor portfolios continuously and review the broader strategy with you on a regular basis.
• As markets, financial conditions and your circumstances evolve, we make deliberate adjustments to keep the strategy aligned with your priorities.
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.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.