Mete Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
We have the expertise to help you achieve your goals.
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to your financial and life goals.
Mete Wealth Management of RBC Dominion Securities is a leading advisory team led by Senior Investment and Wealth Advisor, Frank Mete. With over 75 years of combined industry experience, the team has built a practice specializing in helping families, business owners, professional athletes, public institutions, corporations, and charitable foundations.
Putting you first with a team approach
As a client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.
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
Introduction: We will introduce you to the wealth management services we provide.
Discovery: Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives.
Strategy & Solutions: Next, we create your personalized Investment Policy Statement.
Financial assessment: We create a fully integrated financial plan that incorporates long-term financial goals, estate planning needs, business planning strategies and risk protection strategies.
Service: We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
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.
What our clients are saying
"In a field where trust is of the upmost importance, I have no hesitation to say I trust Frank implicitly with my financial future."
A.R., BA, CIP, CRM
"Frank's fully integrated approach to looking after all the essentials of investment management, and financial planning has placed my family and I in a very secure position."
M.D.
"My wife and I have been very pleased with Frank's personal service and the management of our portfolio. We always feel assured and know that it is in the right hands."
W.T.
"Before working with Frank, I bounced around for years with various "big city" brokers - all full of promises and all with horrible customer service and results. Frank, working in partnership with my lawyer and accountant, has finally positioned my portfolio where it makes the most sense, not where it generates the most commissions. Dealing with a local advisor that actually stays in touch has eliminated a lot of stress from my life and I know my family's future is in good hands."
K.C.
President, Prime Way Group of Companies
St. Catharines, Ontario
Courtside with Frank
Watch as Frank speaks with Dr. David Wright, Professor and Canada Research Chair for the Institute for Health and Social Policy at McGill University, tackling issues such as the Pandemic, mental illness and Canada's healthcare system.
Live from the NBA Bubble
Presented by Mete Wealth Management
Watch Frank’s interview with Toronto Raptors forward Malcolm Miller that took place live from the NBA Bubble at Walt Disney World in Orlando, Florida on Wednesday August 12, 2020.
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.