Millan Private Wealth Group of RBC Dominion Securities
Pursue your goals, knowing your wealth will be managed according to the highest standards
Build and protect your wealth with expert advice and tailored solutions backed by the strength of RBC
Your future is our focus. We offer a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth and give you peace of mind.
Our personalized approach includes understanding the complexities of your needs and developing solutions to meet them. We follow disciplined investment, wealth management, and service processes for our clients, who include high-net-worth individuals, healthcare professionals, entrepreneurs, and business owners.
Professionals at your service
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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
At Millan Private Wealth Group, we help our clients grow and protect their wealth, strengthen their position, and pursue their goals with confidence. Our experienced team specializes in building smart portfolios using tactical asset allocation, thorough analysis and screening, and tax-smart investing.
How we do it
Once we’ve gained an in-depth understanding of your needs and goals, we develop your Investment Policy Statement and use it to create your fully personalized portfolio. We monitor your portfolio, adjusting it to reflect the current market and projected conditions to ensure your objectives are met.
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.