McAuley Wealth of RBC Dominion Securities
Institutional Discipline, Built for Private Wealth
Wealth is a system
We help successful business owners, executives, and multi-generational families bring structure, discipline, and coordination to every moving part of their financial life: portfolio governance, tax planning, estate decisions, and the complex choices in between.
Simple first step
If you are making a high-stakes decision in the next 6 to 18 months, let's start with a private intro call.
The Private Intro Call
A first conversation is designed to be practical, not a sales pitch.
- Confirm fit and urgency
- Identify the highest-stakes decision in front of you
- Map key risks and potential blind spots
- Outline what the first 30 days would look like
- Discuss how fees work and what drives all-in cost ranges
Duration: 30 minutes. Confidential. No obligation.
"After a four-decade career in banking, I thought I had a good understanding of what wealth management meant. Jamison and his team at McAuley Wealth have far surpassed my expectations and built an enhanced approach. For the first time, I feel someone is truly accountable for the full picture. They are exceptionally responsive, bring real historical market context to decisions, and proactively keep our projections updated as conditions change. Just as important, they also regularly ground us in why our portfolio is diversified globally and how each piece fits together."
- Retired Big 5 Bank Executive
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Origin Story
The clarity came from watching a mistake unfold in slow motion.
During Jamison's time in the institutional world, he managed a portion of capital for a family's charitable foundation. The family experienced a material liquidity event. Their primary business was in real estate. Their personal investments were in real estate. The goal for the new capital was straightforward: diversification and liquidity.
They decided to spread the proceeds across three investment advisors.
One advisor used only their in-house fund lineup. The second recommended illiquid private real estate funds that were owned and managed by the advisor's own firm. The third was us.
The result was predictable: heavy overlap instead of diversification, more administration and paperwork, and higher all-in fees than if they had consolidated with one open-platform advisor.
Worse, they added more illiquid real estate to a balance sheet that already concentrated in real estate. The stated goal was diversification and liquidity. The outcome was the opposite.
No one was accountable for the full picture. Each advisor optimized for their own slice.
That experience stuck because it was avoidable and crystallized what McAuley Wealth would become: one relationship, one open platform, one accountable advisor who builds a portfolio complementary to the total balance sheet, not just the assets under management.
What Makes McAuley Wealth Different
McAuley Wealth was built for successful families, founders, and executives who have outgrown traditional wealth management.
As wealth compounds, the real challenge is rarely "which stock" or "which manager." The challenge is decision quality across the full system: portfolio construction, liquidity planning, taxes, estate structure, credit, and major life transitions.
McAuley Wealth brings an institutional standard to that problem, with a process designed to reduce noise, surface blind spots, and help clients make better long-term decisions with clarity and discipline.
The Problem We Solve
When wealth reaches a certain level, the risks become interconnected: concentrated equity, real estate exposure, tax drag, estate friction, credit structure, corporate complexity, and family decision dynamics.
We act as the quarterback. One relationship. One plan. One governed portfolio. One coordinated team.
The Wealth Architecture Framework
Every relationship follows four disciplined phases. This reduces mistakes, improves decision quality, and creates a system your family can rely on.
Discover
Understand the full system before making recommendations.
- Balance sheet and cash flow mapping (personal and corporate where applicable)
- Risk inventory: concentration, liquidity, tax, and liability exposures
- Goal definition and prioritization using myGPS scenario projections
- Decision inventory: what must be solved now vs later
- Coordination gaps across your current advisors
Output: Complete financial diagnostic, risk assessment, and prioritized decision inventory.
Design
Build a written strategy before touching any products.
- Written Wealth Strategy: goals, constraints, and sequencing
- Draft Investment Policy: risk targets, guardrails, rebalancing rules, liquidity plan
- Tax-aware implementation plan in coordination with your accountant
- Estate and insurance planning coordination where appropriate
- Stress-test scenarios: market downturns, longevity risk, major life events
Output: Comprehensive wealth architecture blueprint and Investment Policy Statement.
Implement
Coordinate execution with accountability and sequencing.
- Portfolio construction aligned to policy and liquidity needs
- Manager selection and due diligence documentation
- Transition management: transfers, in-kind moves, staged implementation
- Tax-aware realization strategy
- Credit and banking coordination where helpful
- Specialist coordination: accountant, lawyer, banker, insurer
Output: Fully executed plan with all parties coordinated and clear ownership of each action.
Monitor
Ongoing stewardship, not set-and-forget.
- Quarterly and annual reviews with a consistent agenda
- Risk monitoring at the total portfolio level, not account by account
- Tax planning cadence and realization management
- Plan updates when life changes, markets change, or legislation changes
- Decision documentation and governance continuity
Output: Continuous oversight, course corrections, and a system that adapts as your life evolves.
What You Get in the First 30 Days
A full balance sheet and cash flow map (personal and corporate where applicable)
A prioritized goals and decision inventory: what matters, what is optional, what is noise
A myGPS goals projection and scenario review to test retirement, liquidity events, and major purchases
A draft Investment Policy and Governance outline: risk targets, constraints, rebalancing rules, and oversight cadence
A coordinated action plan with owners and dates (you, us, accountant, lawyer, banker, insurer)
How It Works in Practice
The Liquidity Event:
Situation: Founder sold a company for eight figures with proceeds arriving in tranches.
What we did: Built a staged liquidity plan, matched near-term cash needs with a laddered structure, designed a long-term policy portfolio, and coordinated tax planning with the accountant.
Result: Lower decision stress, clearer sequencing, and a governed portfolio that could be implemented as each tranche arrived.
The Concentrated Executive:
Situation: Executive held a highly concentrated equity position with significant embedded gains.
What we did: Built a concentration risk plan, evaluated tax-aware diversification paths, and coordinated with lending to preserve optionality during transition.
Result: Reduced single-asset risk while preserving flexibility and control over timing.
Real Estate Over-Concentration:
Situation: Family with operating income tied to real estate and investment assets also concentrated in private real estate and mortgage funds.
What we did: Rebuilt portfolio governance around total balance sheet risk, diversified liquid assets, and introduced a monitoring cadence with clear drawdown and liquidity guardrails.
Result: A more resilient household balance sheet and fewer correlated risks.
Built for People Whose Wealth Has Outgrown Simple Solutions
We serve successful families navigating real complexity: corporate structures, multiple entities, concentrated positions, real estate exposure, complex tax planning, succession decisions, and multi-generational estate planning.
Business Owners and Founders
Pre and post liquidity events. Corporate surplus management and tax-aware investing. Succession and exit planning coordination. Credit, cash flow, and balance sheet structuring.
Your wealth was likely created by concentrating time, energy, and risk. Preserving it requires structure, coordination, and a clear plan for taxes, liquidity, and legacy.
Multi-Generational Families
Estate, trust, and incapacity planning coordination. Philanthropy and legacy planning. Governance, communication, and family alignment.
With meaningful wealth, complexity increases. Without governance, communication, and coordinated planning, outcomes become accidental.
Senior Executives
RSUs, options, and compensation planning. Concentrated positions and diversification planning. Cross-border or multi-jurisdiction complexity when applicable. Retirement planning and pension integration.
High income and complex compensation can create hidden tax exposure and concentration risk. We align cash flow, portfolio strategy, and long-term planning into one coordinated system.
Professionals with Incorporated Practices
Corporate surplus and integration with personal planning. Insurance planning and risk management alignment. Education funding and family cash flow planning.
Your practice is an asset. We help you manage both sides of the balance sheet with the same discipline.
Many clients also have exposure to private deals, operating companies, or resource-sector equity. Concentration risk and tax sequencing matter more than most people expect.
When Clients Typically Reach Out:
- A business sale or liquidity event on the horizon
- Retirement within 3-5 years
- A large inheritance or windfall
- Concentrated stock exposure (eg., more than 20% of net worth in a single position)
- Major compensation events (RSU vest, bonus, equity grant)
- Multiple entities and corporate structures requiring coordination
- Family complexity (divorce, estate settlement, blended families)
- A desire to consolidate and simplify reporting and decision-making
If you are dealing with more than one of these simultaneously, coordination becomes essential.
Not a Fit:
- You are seeking transactional product advice or frequent trading ideas
- You want to outsource thinking entirely, without participating in decisions and governance
- Your primary decision criteria is the lowest sticker fee
- You measure success only by short-term performance
We are direct about fit to save time and protect outcomes for both sides.
Quick Fit Check:
- Is there at least one high-stakes decision coming up in the next 6 to 18 months?
- Is your wealth spread across multiple accounts, entities, or asset types?
- Would a clear investment policy reduce stress and mistakes?
- Do you value planning that is aligned with your accountant and lawyer?
If you answered yes to two or more, we should talk.
Do you have minimums? We are built for complexity. Most relationships start at $2M+ investable assets, or a clear path to that through a liquidity event.
The Gap We Saw In The Industry
Much of the wealth management industry is built around distribution, not advice. In many models, recommendations are shaped by distribution incentives, limited product shelves, or in-house priorities. The advisor may be well-intentioned, but the structure creates friction between what is sold and what is optimal.
The result is often busy-looking portfolios that are not actually engineered around after-tax outcomes, concentration risk, liquidity sequencing, or long-term continuity.
Clients end up managing the gaps themselves: coordinating between their advisor, accountant, lawyer, and banker, with no one accountable for the full picture.
McAuley Wealth was designed as an alternative to that model.
What We Built Instead: An OCIO-Style Approach
OCIO stands for Outsourced Chief Investment Officer. It is how endowments, foundations, and pension funds manage capital: with governance, policy, documented process, and accountability.
McAuley Wealth applies that framework to private wealth.
Clients receive the same core disciplines institutions rely on:
- Clear objectives and constraints, documented in writing
- Governance and portfolio policy before any product discussion
- Strategic asset allocation based on goals, not market narratives
- Manager due diligence and selection with documented rationale
- Tax-aware implementation and oversight
- Ongoing monitoring, reporting, and a consistent review cadence
- Scenario-based updates as conditions change
It is a repeatable decision system, not a collection of disconnected recommendations.
What we offer
Coordinated access to Private Banking, Capital Markets, Royal Trust, and Family Office Services (where appropriate).
Discretionary Portfolio Management
Policy-led portfolios built around your real-world needs. Not headlines.
- Institutional-style oversight: allocation, manager selection, rebalancing, risk monitoring
- Written Investment Policy with clear mandates and constraints
- Tax-aware implementation and ongoing management
- Systematic rebalancing and drift controls
- Consolidated reporting designed for decision-making, not data overload
Wealth Planning and Coordination
Planning precedes products. We build the strategy before touching any investments. If a recommendation cannot be well explained in plain English, including the tradeoffs, we do not implement it.
- myGPS goals projection and scenario testing
- Retirement planning, cash flow planning, and major decision modeling
- Tax alignment with your accountant (planning, not tax filing)
- Estate and trust coordination with RBC Royal Trust and your lawyer
- Insurance planning alignment for risk transfer and estate liquidity
- Philanthropy and legacy planning support
Complexity Solutions
We add the most leverage for clients with meaningful complexity. In Vancouver, this often means technology and mining executives with RSU concentration, business owners with corporate holding companies, and families with significant real estate exposure alongside their investment portfolios.
- Concentrated stock and diversification planning
- Liquidity event planning and sequencing
- Real estate over-concentration risk management
- Corporate surplus management for owner-managed businesses
- Credit and lending alignment for liquidity, tax, and opportunity management
- Multi-entity and holding company coordination
The Platform Behind the Plan
How We Select Managers:
- Define the role: what this allocation must do for the portfolio (return, risk, liquidity, diversification).
- Screen for fit: structure, fees, liquidity terms, and track record relevance.
- Due diligence: process, people, risk controls, capacity, and operational quality.
- Decision memo: documented rationale, expected behavior, and monitoring metrics.
- Ongoing oversight: review outcomes versus expectations and make changes when warranted.
Alternative Investments
Where appropriate and suitable, alternatives can improve diversification, manage volatility, and access return sources not available in public markets.
We approach alternatives with discipline: liquidity terms, transparency, manager quality, and role clarity come first. Alternatives are tools with tradeoffs, not automatic upgrades.
How Fees Work
We believe fees should be transparent, aligned, and earned. Your advisory fee is separate from product and manager costs. All-in costs vary based on asset mix, underlying managers and structures, account types, and implementation complexity.
We discuss fee structure early, provide ranges, and confirm the estimated all-in cost before implementation.
Do you only use RBC products? No. The platform includes both RBC and third-party solutions. Selection is driven by fit, fees, and due diligence.
Can you work with my accountant and lawyer? Yes. Coordination is part of the service, and we prefer to see or build a strong team around 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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.