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.
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.
Testimonials
The Milau Private Wealth Management Group at RBC Dominion Securities has done a superb job of guiding my investment decisions through both good markets as well as difficult ones. In addition, Nick's Wealth Management Services team have helped me seamlessly execute the sale of my business so that I was able to navigate through the labyrinth of taxation and achieve the best results. Now I can move forward with confidence and security knowing that I have a great team supporting my future investments.
— Leo Johnson, Co-founder of Kicking Horse Coffee
Testimonials
We were first introduced to Nick and his team by an RBC Bank manager who thought our family could benefit from his services. Nick and his team have set up and continually monitor our portfolio with great success. Our oldest daughter and husband have also moved their investments to Nick and are extremely satisfied too.
The Milau Team have provided us with a seamless, cohesive tax and estate plan through RBC’s in house Wealth Management Team as well as external financial professionals, including a Merger and Acquisition Advisor which resulted in the sale of my company and a 45% increase in my net worth over what I would have gotten without this plan.
Working with the Milau Team has been fluid with all areas, including RBC Private Banking. It has been more than I originally expected and they make you feel part of their bigger family.
— Craig Makin, Founder of Makin Metals
Testimonials
One of the best financial decisions my family has made was moving all our investments to the Milau Private Wealth Management Group at RBCDS. The advice provided to our family on investing has given us piece of mind and at the same time has kept us well informed during all market conditions. The Wealth Management Services Team lead by Nick has also guided my family in preparation for the sale of my business in order to capitalize on the best tax structure moving forward to retirement. We can honestly say it has been a pleasure working with the Milau Private Wealth Management Group and as a result we have been able to plan our future with confidence and knowing we are in good hands with the entire RBCDS Wealth Management Service Team.
— Randy & Kelly Calbeck, Business Owners
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