Strengthening your wealth. Safeguarding your legacy. Empowering your future.
At McLaughlin Wealth Management, we understand that the wealth of multigenerational families is multifaceted and complex, and though each family’s story is different, the goal remains the same: to create a lasting legacy for the people you love. That’s why our team works so hard to strengthen your wealth, safeguard your legacy, and empower your future—to give you more time to do the things you enjoy with the people you love most.
WHO WE ARE
Talented. Trusted. Tenured.
For over four decades, McLaughlin Wealth Management has helped our clients navigate market fluctuations, economic uncertainties, and personal milestones. Founded by Al McLaughlin in 1984, our team was built with the purpose of delivering expert advice, tailored investment strategies, and family-oriented wealth management solutions. Today, Al’s son, Sam McLaughlin, leads our team of financial professionals who continually work hard to deliver above and beyond service to each client and family under our care.
Sam McLaughlin
Erin Wiebe
Nataša Ilić
Jan Melnychuk
Shauna Harrison
Jaime Bisharat
We are more than just financial experts—we are our clients’ guides, trusted partners, and source of support throughout their financial journeys, and are honoured to have built long-lasting relationships with them and their families over the years.
—Sam McLaughlin, Senior Portfolio Manager & Wealth Advisor
What we do
Expert wealth management throughout all of life’s phases
As stewards of your wealth, we work hard to ensure that you feel secure at every step of your wealth journey and that your investment portfolios and financial plans are aligned with every stage of your life. With our investment philosophy and core values as our guide, our team continues to deliver a “family first” approach to managing your wealth, keeping your personal goals, family dynamics, and well-being top of mind.
Our core values
We believe in standing by our clients throughout all of life’s phases—personal, financial, or otherwise—and remain committed to nurturing your wealth, building your legacy, deepening our relationships, and providing exceptional service that meets the highest standards of professionalism.
Build lasting legacies
To us, wealth is more than just a number—it’s the foundation for our clients’ future and their family’s legacy. Our mission is to help our clients meet their goals, support their loved ones, and ensure financial security, now and for generations to come.
Guiding you ahead
By taking a big picture approach to managing your wealth, our team develops a unique service plan and financial roadmap that aligns your goals with your family’s dreams for the future.
Our investment philosophy
We combine the art of personalized financial advice with the science of strategic wealth management to deliver comprehensive, data-driven solutions unique to each client and their vision of success.
Who we serve
Making “family first” a foundational practice
Throughout our years managing the complex wealth pictures of multigenerational families, we believe one thing remains true: family always comes first. Whether you’re funding your child’s education, incorporating your kids into your business plan, or building a legacy to last for generations, our team has the resources, experience, and expertise to support your dreams and bring them to life.
I don’t know how we got so lucky, but we have the best clients. They are the most generous, thoughtful, and kind people who want to use their wealth to achieve their goals, set their families up for success, and make their communities a better place.
—Sam McLaughlin, Senior Portfolio Manager & Wealth Advisor
We proudly serve:
Multigenerational families with dynamic financial lives
High-net-worth individuals with complex wealth pictures
Professionals who seek expert advice and a more holistic view of their finances
Business owners who appreciate streamlined services that set them up for success
Institutions and organizations who want to align their financial strategies with their philanthropic goals
Our events
Educational events
As we support multiple generations on their wealth journey, we are proud to offer webinars and in-person events to enhance their financial literacy. If you would like to learn more about any upcoming event, please connect with our team today.
Events coming soon...
Our resources
Advancing your wealth journey
Our team is pleased to provide additional resources that help to advance your wealth journey and encourage your kids to develop sound financial decision-making skills with an understanding of proper wealth stewardship. If you have any questions at all, please get in touch with us today and we would be happy to assist you.
Our blog
The McLaughlin Journal
McLaughlin Wealth Management of RBC Dominion Securities
Built by a father and led by a son, our practice was formed by a family, for families—and has been proudly serving generations for over 40 years.
Email:mwm.team@rbc.com
Phone:204-982-3461