Melanie MacBeth
Investment Advisor
You have dreams. We have the expertise to help you make them a reality.
I am here to support you through your financial life stages, during the good times and the hard times, bridging the gap between goals and growth. . We will find the gaps and how to fill them with a comprehensive plan and goal analysis. We will look at where you come from, where you are, and where you want to be. From there we customize and personalize a complete investment plan. I prioritize transparent fee conversations so clients can make informed decisions without surprises. I adapt my approach to your preferences—whether you want simplified insights or detailed analysis. RBC Dominion Securities is a Wealth Management one-stop shop. Our Family Office will provide customized professional financial plans, tax advice, estate and will planning, and your insurance needs. I will create a financial road map for your life not just a list of investments.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
My number one goal is to discover you. I'll be able to provide guidance that's tailored specifically to your situation.
I work in partnership with Certified Financial Planners, Chartered Professional Accountants, and family and estate Lawyers to create tax-efficient, comprehensive, and actionable financial plan.
I implement a holistic portfolio management approach focused on delivering a well-diversified, risk-managed, tax efficient investment strategy for your entire household.
Most importantly, this is the beginning of a long-term relationship. I’m always just a phone call or text away, and I’m happy to meet in whatever setting is most convenient and comfortable for you.
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
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