Montgomery Wealth Management of RBC Dominion Securities
Authentic approach. Experienced Investing. Peace of mind.
Helping you grow your wealth comfortably
We never want you to stress about risk; that's why we listen to you to understand your needs and goals, follow a disciplined process, and continuously analyze the measures of risk-adjusted returns. With more than 60 years of combined experience, our team provides you with access to an industry-leading team of accountants, lawyers, estate and insurance specialists, and financial planning consultants. Committed to community and philanthropy, we cultivate meaningful long-term relationships built on trust that help bring you financial peace of mind.
By building customized wealth management strategies for entrepreneurs, business owners, corporations, non-profits and high-net-worth individuals and professionals, we help clients preserve, manage and transfer generational wealth today - and for future generations.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like 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.
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.