You have dreams. We have the expertise to help you make them a reality.
Mark Johnson Wealth Management has been caring for client wealth since 1985, and was built on the principles of quality investing, excllence in research resources, and client interest are first and foremost. We are a team working with the realm of RBC Dominion Securities which is a member of the RBC Financial Group of companies, one of the the world's most trusted and respected financial institutions.
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
Mark Johnson Wealth Management provides our clients with customized investment management along with comprehensive financial, and estate planning. Supported by the RBC Financial Group's global resources which incude exclusive access to a team of top ranked analysts and portfolio managers. We also enjoy a privileged relationship with US institutional research from JP Morgan Asset Management which supplement our coverage on US and International capital markets.
How we do it
We have a clear, defined, and disciplined investment process which begins with the development of a deep understanding of your unique personal situation, needs, concerns and goals. With this, we create a financial plan designed to allow us help you achieve your financial and lifestyle goals and guide us in how your portfolio is to be designed and developed. This includes the appropriate risk levels needed, required rates of return, and minimization of taxation.
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.
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.