Milau Private Wealth Management Group of RBC Dominion Securities
Achieve financial freedom with professional wealth management
Achieve financial freedom with professional wealth management
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, The Milau Private Wealth Management Group of RBC Dominion Securities can help.
Whether you need assistance managing wealth for yourself, your family or your business, we can provide the professional advice you need. Our team will help manage your investments, help with the sale of your business, plan your retirement, organize your estate and protect your financial security.
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.
Professionals at your service
Our clients receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you can get the expert assistance you need when you need it.
Our process
Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager who will work alongside your other advise givers and help you realize your personal aspirations.
Discovery
We sit down with you to gain a clear understanding of your goals – both personal and financial.
Wealth & goal planning
We prepare a personalized analysis of your financial situation incorporating your goals, risk tolerance and objectives. Through a collaborative and interactive process, we identify strategies to help you and your family which we then work to implement in-house or with your other trusted professionals.
Will and estate review
Our team's will and estate consultant will help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.
Insurance review
Our team's insurance specialist will help you protect everything you have worked so hard to grow through innovative insurance-based strategies.
Investment proposal
We create a customized investment policy statement which will be the blueprint for your investment portfolio. Before implementation, your objectives will be reviewed and an investment plan will be created for you. Once approved, the recommendations are put into place.
Reporting
You will be able to view your portfolio's progress through online account access as well as monthly statements. We will assist you with your year-end tax reporting and can provide customized portfolio reporting upon request.
Ongoing services
You are kept well informed of the performance of your portfolio and the markets through regular updates. We provide a weekly commentary with market and portfolio highlights. We also produce videos addressing current market themes, client events, and post updated information on our website.
Regular reviews
As your needs and the markets evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Monthly Conference Call
Our team believes it is important to hear from your Investment Advisors on a regular basis. We conduct a conference call on the first Friday of every month to provide our clients with an up-to-date view of the current market conditions. Clients that are unable to listen to the call live are invited to click on the link below and listen to the replay:
** Please use Google Chrome as your web browser **
>> Conference Link (You will be redirected to the Cisco Webex website)
Recording Password: BnUeeth6
Please note: This conference call recording is for the exclusive use of clients of the Milau Private Wealth Management Group of RBC Dominion Securities. It may not be distributed or used for any other purpose without our express written permission.
Giving Back to the Community
We believe in supporting organizations that make a real difference in the lives of people in our community. The causes we champion matter deeply to Nick and his family, informing not just where we give, but why we give.
2025 Champion of the Crescent
We hit the water for a cause that matters! On Friday, July 18th, Team RBC was proud to be paddling in Champion of the Crescent 2025, hosted by the Surrey Hospitals Foundation, in support of youth mental health programs at Surrey Memorial Hospital. The event raised over $225K, which will directly support youth through programs like art therapy, therapeutic writing, and sensory interventions, helping them navigate some of life’s toughest moments with the care they need.
Walk & Roll for Harmony 2025
On September 27th, my son Noah and I joined hundreds of people in participating in the walk at the South Surrey Athletic Park. Together, Team Milau helped raise $28,857 for Walk & Roll for Harmony; the event, as a whole, raised approximately $118,000, surpassing their $100K fundraising goal. We can’t thank you enough for the outpouring of support from all of you. The sense of community was truly inspiring!
Surrey Schools Breakfast Program 2025
Working with the Surrey Schools breakfast program, Team Milau visited a local surrey elementary school and served kids a simple but healthy breakfast. Over two days, we served approximately 110 breakfast meals. It was rewarding to see happy kids heading to their classrooms with full bellies.
How we give back to the community
We believe in supporting organizations that make a real difference in the lives of people in our community. The causes we champion matter deeply to Nick and his family, informing not just where we give, but why we give.
Surrey Hospitals Foundation
Health care services in Surrey are primarily financed by government and through funds raised by Surrey Hospitals Foundation. The Foundation helps fund Surrey’s major health facilities, including Surrey Memorial Hospital and Jim Pattison Outpatient Care and Surgery Centre. The Foundation also supports and funds Czorny Alzheimer Centre, along with many specialized community programs for newborns, children, adults and seniors. As one of Canada’s fastest growing communities, Surrey’s need for quality care continues to grow. Both of Nick’s children were born at Surrey Memorial Hospital so he can attest to the quality of care which he supports for future generations.
Arthritis Research Canada
Arthritis Research Canada (ARC) is the largest clinical arthritis research centre in North America. With centres in British Columbia, Alberta, Quebec, and Nova Scotia, ARC is leading research aimed at preventing arthritis, facilitating early diagnosis, finding new and better treatments, and improving quality of life for people living with arthritis. More than six million Canadians of all ages are battling this life-altering disease, including Nick himself (after years of rugby!)
Langley School District Foundation
The Langley School District Foundation was established in 2001 with a goal to supplement publicly funded education to ensure Langley students achieve success. They host events such as the Mane Event, which raises funds for their autism assessment initiative and many other student mental wellness programs. As Nick’s son Noah was born with autism, this event is deeply meaningful to Nick and his family.
Easter Seals
Easter Seals BC/Yukon, a service of the BC Lions Society for Children with Disabilities, is a not-for-profit organization dedicated to providing programs and services to children and adults with disabilities that help build their self-esteem, self-confidence and sense of independence. With Nick having a child on the autism spectrum, he knows firsthand the importance of managing the delicate balance of providing support, while also encouraging independence for persons with disabilities (PWD). Easter Seals has been a tremendous advocate for PWD’s in BC for over 75 years.
UNITI – Semiahmoo House Society – Harmony
UNITI provides quality services to people with developmental disabilities and their families in Surrey and neighboring communities. Harmony, one of the UNITI’s programs, provides affordable and inclusive housing that reflects the diversity of the Surrey community. Harmony provides rental homes—on average 30% below the current cost of rent—for essential workers, seniors, families, people with disabilities, students, and others who are priced out of South Surrey. Nick’s son, Noah, has benefitted greatly from UNITI’s social programs, vocational placement programs and, as he enters adulthood, he hopes to also benefit from their community living programs.
100 Guys That Care – South Surrey
This organization is a gifting circle of 100 local businesspeople who make regular donations to various members of the community in need, including single-parent families, local high school graduates in need of scholarships, and more. Nick has been a contributing member of this group since it’s inception in Surrey which has provided $40,000 to $50,000 to needy families, young adults entering post-secondary life as well as other worthy causes.
Wavefront Centre is dedicated to making communication seamless for Deaf, DeafBlind, Hard of Hearing, and hearing communities. They help bridge gaps and ensure accessibility for all through innovative services and inclusive solutions.
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