McDowell Team of RBC Dominion Securities
Better Wealth Management Starts With Us
Better Wealth Management Starts With Us
The McDowell Team strives to strengthen and preserve your family’s legacy. Our team is dedicated to achieving your wealth management needs to ensure financial prosperity and stability.
We specialize in supporting the long-term investment goals of affluent individuals, families, and businesses. Our team prioritizes the holistic management of your finances, and provides expert assistance with investment portfolios, insurance, estate planning, taxation, and succession.
Above all, the McDowell Team is dedicated to establishing strong relationships with clients. We are committed to developing a complete understanding of your individual needs and circumstances, allowing us to assemble your ideal portfolio. With extensive experience, we consistently identify the most attractive investment opportunities suited for your needs. Our portfolio strategies are cost-effective, risk-appropriate, and tax-efficient, which has allowed us to help our clients achieve their goals.
The Next Generation
The McDowell Team is dedicated to supporting families by fostering financial literacy and implementing multi-generational planning strategies. Through personalized meetings and educational presentations, we empower families to navigate their financial landscape with confidence.
Our approach includes will and estate planning tailored to your family’s unique needs. Our will and estate planning pave the way for a legacy of prosperity. We work collaboratively with your legal and accounting professionals with your family's best interests in mind every step of the way. By strategically organizing the distribution of assets, we ensure a seamless transfer of wealth and minimize the risk of disputes.
Our tax planning aims to reduce estate taxes, which preserves a larger portion of your wealth for your to pursue their dreams.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
The Next Generation
The McDowell Team is dedicated to supporting families by fostering financial literacy and implementing multi-generational planning strategies. Through personalized meetings and educational presentations, we empower families to navigate their financial landscape with confidence.
Our approach includes will and estate planning tailored to your family’s unique needs. Our will and estate planning pave the way for a legacy of prosperity. We work collaboratively with your legal and accounting professionals with your family's best interests in mind every step of the way. By strategically organizing the distribution of assets, we ensure a seamless transfer of wealth and minimize the risk of disputes.
Our tax planning aims to reduce estate taxes, which preserves a larger portion of your wealth for your to pursue their dreams.
The Strategy
The first steps in our discovery process typically look something like this:
1
Our first meeting will involve an open conversation to gain an understanding of your goal
2
After evaluating your portfolio, we will formulate a presentation to demonstrate the key areas we will be addressing. This will provide you with a clear understanding of what we will be working towards.
3
After our first couple meetings, our team will carry out due diligence planning and organization
- This will ensure that wills, agreements, trusts, and valuations are in order to optimize your portfolio
In the first year, we will meet with you 4-5 times to build the foundation of your portfolio. The quality of our team is driven by open communication with our clients – we are always here to make sure your needs are met.
Private Investment Management
Wayne McDowell - Your Private Advisor
I take my responsibility as a portfolio manager very seriously. I am dedicated to meeting the needs of my clients to ensure a prosperous financial future. With years of experience, I am confident that my dynamic portfolio strategy allows my team to address client needs effectively. Under the private management of the McDowell Team, your finances are handled with a fiduciary duty. Essentially, this means that we must manage your money with the highest standard of care. Our team only provides services that are beneficial to you and your future, nothing less.
What is Private Investment Management?
Private Investment Management involves a unique account where day-to-day investment decisions are delegated to a personal portfolio manager. This allows for the creation of a fully customized portfolio, accounting for factors such as growth requirements, income needs, and risk tolerance. Delegation to a portfolio manager means that the most attractive investment opportunities can be secured efficiently.
In contrast to typical management programs, private investment management involves a personal relationship with your portfolio manager. This attribute is key to maintaining a portfolio that reflects your individual goals consistently.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
What our clients say
For over a decade, our team has worked to provide expert services to families and business owners. Here is what some of them have had to say.
"Always runs smoothly, I'm always kept in the loop, and I've been introduced to other professionals that could help"
"He knew about our business and spoke our language, so that gave us peace of mind"
"Wayne talked a lot about one methodology that he uses for investing and how that's tailored to my personal goals"
"Wayne is a true philanthropist and comes to the table always wanting to help out"
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.