Nagan Private Wealth of RBC Dominion Securities Inc.

Nagan Private Wealth of RBC Dominion Securities

Better financial decisions—together

Your wealth needs more than a model. It needs a relationship.

At Nagan Private Wealth, a Calgary-based team of collaborative investment professionals, we believe the best financial outcomes happen when you're included in the process, not just an observer of it. That's why we partner with successful individuals and families to build relationships through conversation, collaboration and active participation, rather than relying on models. Every recommendation is explained, every investment has a purpose and every important decision is made through partnership—giving you a deep understanding of the meaning behind your wealth and the peace of mind to enjoy it.

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Number 5 with a landscape featured within.

dedicated wealth professionals

Number 60+ with a landscape featured within.

years of combined experience

in assets under administration

Our philosophy

How we invest

Our approach to investing your hard-earned wealth and building a personalized portfolio is based on four core beliefs. Together, they reflect our experience and expertise in managing wealth through every market cycle, helping clients move from concern to calm—confident in their financial future.

Focus on income

We build your personalized portfolio around blue-chip securities that generate recurring income, seeking to build wealth over the long term. The result is a portfolio that does the heavy lifting for you, allowing us to avoid chasing risky opportunities to achieve your goals.

Protect the downside

We aim to mute out market volatility by designing portfolios that participate in the upside and absorb less of the downside. This allows you to stay invested with confidence, knowing your wealth is actively managed by a team that has weathered every market.

Keep it simple

We deliver sophistication through simplicity, leveraging time-tested strategies that stand between our clients and market fads or schemes. If we can’t explain an investment to you and your family in plain language, we don’t include it in your portfolio.

Stay the course

We aren’t speculators or traders—we’re investors who strive to deliver steady, repeatable results that compound over time. That means when markets turn and others abandon their plans, we remain a voice of calm to help you hold fast to your long-term strategy.

Richard and his team have managed our savings and investments for the past twenty-two years. They are truly professional, knowledgeable, and provide exceptional service. Our investment results have been very good through these turbulent times.

—Douglas & Christine Sutton, clients

Our family has relied on Nagan Private Weath of RBC Dominion Securities for our portfolio composition and management for over 20 years. Over this time, the team has kept us on track and been a great sounding board during periods of market volatility. The team has always made us feel like a priority. Seeing us through many phases of life, they have proactively put in place portfolio building blocks to assist with estate planning and intergenerational wealth transfer. The collaborative partnership we have with the group also has us consulting with them whenever we make important life financial decisions, outside the investment space. They are a pleasure to work with.

—Amy & Fred Davidson, clients

For the last twenty-seven years I have entrusted the Nagan Private Wealth team with our family's investment portfolio, and throughout that tumultuous decade have found the team crucial to the achievement of our financial goals. I have come to rely upon them for sound advice and can always depend upon their prompt service. I unreservedly recommend the Nagan Private Wealth team.

—David & Nicola Komlodi, Vice President of Exploration, Omatius Oil & Gas, clients

I've worked with Nagan Private Wealth since 1994. They have been very helpful with respect to my relatively conservative investment philosophy. I enjoy working with the Nagan Private Wealth team, and they have my recommendation.

—Lorne H. Larson, client

I have entrusted Nagan Private Wealth with my investment portfolio for over 20 years. Now that I have retired, and I am starting to really enjoy travel and golf, I truly appreciate the diligence and financial advice provided by Richard Nagan and his outstanding team over the years. They are truly the best! Many thanks.

—S. Bruce Green, retired Barrister and Solicitor, client

Our family has been extremely fortunate to use the services of Mr. Richard Nagan and his team with respect to investment advice, management of our family financial assets, and strategic advice regarding wealth creation for our family. We have learned to greatly appreciate their deep knowledge of financial markets, integrity, honesty, straightforward advice, and the prompt and attentive service that his team offers us. We plan to have a long-term relationship with Nagan Private Wealth.

—Dr. Peter Nowak, client

Our practice

How we support

Acting as the hub for your complete financial life, we connect the dots between your portfolio and everything that runs through it, including:

Financial planning

Comprehensive advice for more informed decision making.

Will & estate planning

Tailored strategies to protect your loved ones and your legacy.

Tax planning

Thoughtful techniques to minimize your overall tax burden.

Insurance planning

Dedicated protection to safeguard your family's financial future.

Business owner planning

Customized succession guidance for you and your enterprise.

Retirement planning

Dependable income solutions designed to sustain your lifestyle.

OUR PROCESS

How we work

Our five-step process has been refined over decades and is designed to result in one thing: lasting peace of mind for you and your family. From our introductory conversation through to the ongoing management of your wealth, you'll remain informed and involved at every step.

A wealth professional speaking with a client in an office setting.

Discover your unique objectives

The first step isn't a commitment, it's a conversation—one that establishes trust, clarifies your family circumstances and uncovers your long-term goals. We get to know you, you get to know us and we discuss what partnership can look like moving forward.

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Our people

How we collaborate

Supported by the strength of RBC Dominion Securities and a network of trusted specialists, our team combines a depth of financial expertise with a commitment to integrity—working alongside you and your family to explain decisions and build confidence through shared understanding.

Richard Nagan

Senior Investment Advisor

Matthew Bisson

Associate Investment Advisor

Lori O'Connor

Team Operations Lead

Alina Mandziuk

Administrative Assistant

Yi Lu

Administrative Assistant

There is an industry trend towards cutting clients out of the process. Our team wants to reverse that, putting relationships first and making sure clients have a say in every important financial decision.

—Richard Nagan, Senior Investment Advisor

Our purpose

How we give back

Calgary, Alberta is our home, and giving back to the community in which we live, work and play is essential to who we are. We invite you to learn more about some of the organizations we support as a team below—and encourage you to discover the life-changing work they do for yourself.

As the primary charitable fundraiser for the Alberta Children’s Hospital and Child Health & Wellness Research at the University of Calgary, the Alberta Children’s Hospital Foundation aims to provide the best health and best future for all children and families.

Established in 1981, Alpha House provides safe and caring environments for individuals whose lives are affected by alcohol and other drug dependencies, delivering detox and stabilization services, shelter and outreach initiatives and permanent housing programs.

With a mission and mandate to assist Canadian armed forces, veterans and their dependents, the Calgary Branches Poppy Fund collects donations through their annual campaigns and holds funds in trust in strict accordance with the Poppy Manual and general bylaws.

With the goal of making food accessible to everyone in the city, the Calgary Food Bank acts as the first line of emergency food support for people facing crisis, working with various families, individuals and organizations to fight hunger and provide support.

Originally named the Calgary Women’s Emergency Shelter, FearIsNotLove continues the vision to provide freedom from domestic violence and abuse for everyone and the mission to inspire and build a dignity driven movement within the community.

Guided by the belief that there should be a place where everyone can feel at home within a Jewish context, Chabad Lubavitch of Alberta seeks to create a space for Jewish discovery through a range of learning programs that encourage open-minded exploration.

Aiming to inspire the next generation to realize their potential and make a positive impact in their communities, JA Canada collaborates with educators, volunteers and cross-country organizations to deliver hands-on, immersive and digital learning experiences.

As a leader in charitable giving, the Jewish Community Foundation of Calgary is a not-for-profit organization dedicated to improving the community by encouraging thoughtful giving solutions and creating permanent endowment funds that support local charities.

A Christian non-profit organization that has been caring for those facing homelessness for over 40 years, The Mustard Seed’s vision is to eliminate homelessness and reduce poverty in local communities through emergency shelter, warm meals, housing and other resources.