Nagan Wealth Management of RBC Dominion Securities
Thoughtful advice, comprehensive planning; powered by portfolios that do the heavy lifting for your wealth.
Welcome to Nagan Wealth Management
Founded in 1999, Nagan Wealth Management Group is among Canada’s most accomplished advisory teams. With over 60 years of combined securities experience, Nagan Wealth Management Group is proud to continually earn the trust and confidence of our clients through our sound advice and commitment to excellence.
You work hard for your wealth. Let it work just as hard for you.
We invest in proven, sensible securities that deliver a dependable, straightforward route to financial success. Our investment process uses a cost-efficient, conservative approach to investing that incorporates income-focused securities and selective trading to preserve long-term wealth and provide peace of mind. Additional insight from our network of RBC specialists ensures our advice is thorough, tested and tailored.
As a client of Nagan Wealth Management Group, you have access to a broad range of resources, as well as the right people, to help you fulfill your every financial need.
We invite you to join our family of happy, long-term clients.
See what working together looks like
Take a moment to read what our clients would tell you about us
Your financial partners, for every chapter
As your trusted advisors, we bring clarity to complex decisions through thoughtful planning, a collaborative approach, and proven strategies designed to help your wealth work harder for you.
Our approach to wealth management
Our investment process is collaborative, planning-driven, and tailored to the life you are building—with portfolios built to support it and a team that provides thoughtful, personalized guidance when and where it matters most.
Learn how we tailor plans and portfolios to support your financial life.
How we do it
First and foremost, we take the time to truly understand and clarify your needs and investment objectives. Once we have this understanding, we design your personal investment strategy, which will be based upon our proven investment management principles.
Our focus is on capital preservation, through a balance of income, growth and fixed income securities, while incorporating strategies to help minimize unnecessary taxation on your assets.
We ensure your portfolio evolves with both your changing personal situation and market conditions by completing periodic reviews to make certain your goals remain aligned with your financial situation.
In addition, you will benefit from the expertise of our trusted team of wealth management specialists: from advanced financial planners to private bankers and estate experts.
We help you make informed decisions, while knowing your financial affairs and investments are prudently managed.
Our 6 step process
Gain peace of mind
from having your affairs professionally handled
Benefit
from investment success and achievement of your wealth management needs
Monitor and review
your portfolio, personal circumstances and the investment climate
Take action
to earn investment income and implement financial planning solutions
Propose
a personalized course of action offering specific and beneficial portfolio recommendations
Discovery
of your family's circumstances and objectives
Our investment management process
Top-down analysis
Our top-down analysis is driven by Nagan Wealth Management Group of RBC Dominion Securities. While also utilizing our leading economists, research analysts and portfolio strategists.
Top-down economic analysis provides us with views regarding:
- Economic outlook
- Interest rates
- Asset allocation between equities, fixed income and cash
- Sector allocation between four major economic sectors – industrial, interest sensitive, consumer and resource
Bottom-up analysis
Our bottom-up analysis draws on the input and experience of Nagan Wealth Management Group of RBC Dominion Securities. With additional analysis derived from external research sources and our extended business network.
Bottom-up analysis allows us to:
- Consider the advantages and disadvantages of each individual security
- Choose securities that score well across multiple research disciplines – fundamental, technical and quantitative analysis
Client testimonials
"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."
Amy and Fred Davidson
Calgary, AB
"For the last twenty-seven years I have entrusted the Nagan Wealth Management Team with our family's investment portfolio, and throughout that tumultuous decade have found the Team crucial to the achievement of our financial goals."
David Komlodi - Vice President of Exploration, Omatius Oil & Gas
Nicola Komlodi
Calgary, AB
"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."
Douglas and Christine Sutton
Calgary, AB
"I've worked with the Nagan Wealth Management Group since 1994. They have been very helpful with respect to my relatively conservative investment philosophy."
Lorne H. Larson
Calgary, AB
"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."
S. Bruce Green Barrister and Solicitor, retired
Vancouver, BC
"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."
Drs. Peter Nowak
Calgary, AB
"Wendell had always been very hands on with our investments and I cannot remember his ever second guessing the team's advice or losing a minute's sleep over any of the decisions that were agreed upon"
Beryl Lund
Canmore, AB
The first step isn't a commitment—it's a conversation
Let's walk through our process, no strings attached.
Giving back to our community
Alberta Children's Hospital Foundation
The Alberta Children’s Hospital Foundation proudly serves as the primary charitable fundraiser for the Alberta Children’s Hospital and Child Health & Wellness Research at the University of Calgary. They also partner with Alberta Health Services and agencies in their community to support child health advancements across our city and province.
Alpha House
Alpha House has a history of innovating and evolving to meet the needs of their clients, the city, and the complexities of homelessness and drug use. Calgary Alpha House Society was established in 1981 as a committed response to a marginalized population of people who are addicted to alcohol or other drugs and living vulnerable on the streets.
Calgary Branches Poppy Fund
Calgary Branches Poppy Fund's core value is to assist Veterans and their dependents. Their volunteers are the strength of their campaign. Poppy Funds are held in trust by The Royal Canadian Legion, and all funds are used in strict accordance with the Poppy Manual and General Bylaws.
Calgary Food Bank
The Calgary Food Bank is the first line of emergency food support for families and individuals facing crisis. As the city’s main charitable food hub and the most accessible food bank they have the capacity to serve families, individuals and organizations to fight hunger and its root causes because no one should go hungry.
Calgary Women's Emergency Shelter
The Calgary Women’s Emergency Shelter is focused on ending family violence and abuse in the lives of women, children, youth and men. Taking a Stand Against Family Violence in the community since 1974, the agency has helped over 260,000 Calgarians build safe lives and healthy relationships.
Chabad Lubavitch of Alberta
Chabad Lubavitch of Alberta is Alberta's only Jewish Kosher Kitchen currently in operation, and they are committed to assuring Kosher meals for as many people in need as possible throughout the province. With their mandate of serving all people regardless of faith and ethnicity, they serve meals beyond Jewish families and to all Albertans in need.
JA Canada
JA Canada inspires the next generation to realize their potential and make a positive impact in their communities. Through their network of local offices, they collaborate with educators, volunteers, and organizations across Canada to deliver hands-on, immersive, and digital learning experiences to young people.
Jewish Community Foundation of Calgary
The Jewish Community Foundation of Calgary (JCFC) is a registered non-profit organization dedicated to enhancing the quality of life in Calgary and Israel by encouraging charitable gifts to create endowment funds and grants. They help people give back to their communities in ways that are simple, convenient and lasting.
RBC Race for the Kids
RBC Race for the Kids started as a single race in New York in 2009, and has grown into a series of 17 events that take place around the world. Altogether, 325,000+ participants have raised more than CAD$74 million for youth charities. Due to Covid-19, charities focused on youth mental health are more needed than ever before, so a hybrid race format was created.
The Mustard Seed
The Mustard Seed is a Christian non-profit organization that has been caring for individuals experiencing homelessness and poverty since 1984. Operating in five cities across Alberta and British Columbia, they are a supportive haven where people can have their physical, mental, and spiritual needs met and grow toward greater health and independence.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Nagan Wealth Management Group
With over 60 years of combined securities experience, Nagan Wealth Management Group has gained the trust and confidence of clients by providing a cost-efficient, conservative approach to investing that uses income-focused securities and selective trading to preserve long-term wealth and provide peace of mind.
With over 60 years of combined securities experience, Nagan Wealth Management Group has gained the trust and confidence of clients by providing sound investment advice in proven, sensible securities that deliver a dependable, straightforward route to financial success.
Our mission is to help clients achieve peace of mind from the effective and understandable financial management we provide.