Mark Pearlstein Wealth Management of RBC Dominion Securities
Transparency, Experience, Trust & Service
Everything in Balance: Your Goals, Your Life, Your Family
At Mark Pearlstein Wealth Management, we work closely with you to listen and understand your goals and requirements before making any investment recommendations. Our team recognizes the importance of growing your wealth, protecting it and then converting it into a tax-efficient income stream. We can also help you plan your estate and create your legacy for family and charity.
How to fortify and diversify your portfolio when tomorrow doesn't look like yesterday
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Our Team – The Filter to Help You Succeed
From our initial meeting, through to our everyday relationship, we think of ourselves as the filter to help you succeed. This has become our motto, and it remains top of mind for all of us.
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.
Our Mission
To provide you with expert services to plan and build your wealth, and empower you to make educated financial decisions.
Our Vision
To build trusted relationships through superior service and industry-leading expertise. This is the foundation for your financial future.
Our Investment Philosophy
We are here to help. Share your investment goals and see how we can help you attain them.
We realize that everyone has a unique tolerance for risk and specific investment objectives. That means we work closely with you and craft a written strategy, in plain language, that meets all aspects of your goals.
This is what we mean by Peak Life Style – it’s the life you want to live up to and through your retirement. The written strategy creates the clarity that’s so important to help you achieve your goal.
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.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
The Book
I wrote Balanced, The Al Pearlstein Story, Lessons from my Father on Life, Family and Investing to honour my father and to thank him for all that he taught me about how to manage money, and just as importantly, how to live a full and balanced life.
Market Update Videos
Pearlstein's Corner
Learn More About Us in Videos
You can watch our quarterly videos here. They will give you examples of how we provide our clients with current market insights.
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.