Nass Wealth Management of RBC Dominion Securities
Your plan, our advice. Building your future together.
Complex needs deserve clarity. Discover our boutique approach for building wealth, planning transitions, and shaping a lasting legacy.
We are a boutique team dedicated to helping successful individuals and families navigate the complexities of wealth. With a personalized and highly collaborative approach, we provide tailored strategies to grow, protect and transition wealth across generations. Our focus is on clarity, discretion, and long-term relationships—ensuring that every plan reflects what matters most to each client's life, business, and legacy.
Your financial concierge team
We offer personalized, concierge-style wealth management. With a focus on discretion, clarity, and tailored solutions, we act as your financial partners—coordinating with your other financial experts to help manage, grow and transition your wealth with confidence.
Building your financial future together
We are a team of professionals committed to providing a financial master plan to our clients that encompasses sound advice, and thoughtful and thorough planning with a focus on results.
What we do
We help a select group of individuals, families and institutions to build, manage, protect and transition their wealth. Our wealth management services go beyond investment advice and money management to address a wide range of concerns related to your finances and the rest of your life. To provide the best possible advice and build your personal roadmap, we listen carefully and take the time to deeply understand your needs and goals.
How we do it
Our personal wealth management process brings structure and clarity for clients whose financial affairs are spread across multiple institutions and advisors. We specialize in addressing the complexities of wealth—ranging from intergenerational planning, business succession, estate freezes, and retirement peace of mind, to philanthropic goals and intricate family dynamics. Together with your other trusted professionals, we craft a coordinated plan tailored to your unique needs, which we continue to monitor and adjust over time as your goals and circumstances evolve.
The Nass Wealth Management Approach
Our personal wealth management process brings discipline and structure to clients whose financial lives are fragmented across several institutions and investment managers, who have complex needs for their wealth (intergenerational wealth transfer, business succession planning, etc.) and who prefer to invest using a documented Investment Policy Statement. With our combined experience of over 50 years, we have been through several market cycles, we have built an extensive network of RBC and external partners who may assist our clients with personal or business banking, estate planning, risk assessment and insurance review, as well as tax planning, cross-border planning and domestic and international trust services.
The Nass Wealth Management Approach
Your plan and our advice – building your future together
Business Owner Resources
For many entrepreneurs, the business is more than an asset, - it is the engine that drives family wealth, lifestyle and legacy. Our approach integrates your business into a broader family wealth plan, aligning personal investments, tax strategy, succession planning , and long term goals into one coordinated strategy.
The business owner’s guide to wealth management
This guidebook follows the life cycle of a business and its owner. It explores a range of subjects unique to business owners, from consideration of the best structure for your business, to the development of a succession plan and your transition from the business into a well-planned and well-funded retirement.
Client resources
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
RBC Wealth Management Financial Literacy Program
Building sound financial management skills with advisor-led learning modules with activities, case studies, handouts, and fact sheets.
Mydoh
Developed by RBC Ventures, Mydoh is a money management app and Smart Card (digital and physical Prepaid Visa Card) that helps kids make their own earning and spending decisions.
McGill Personal Financial Essentials
Self-directed learning course for young adults, developed in partnership with RBC Future Launch.
A Rich Future: Essential financial concepts for youth
Informed by advice and lessons from experts, Noah introduces teens to essential topics to help them be confident and capable with financial decision-making.
Charitable giving
Discover how a structured plan for charitable giving can encompass your values and complement your wealth and legacy planning.
Elder Wellness
Navigating the complicated health care system for ageing adults can be overwhelming for caregivers, seniors and their families.
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return.
Client testimonials
Gary O.
I was very impressed with Sandra Nass the first time that I met with her. This was very soon after she and Alan Rae started working together and I particularly appreciated her approach during the meeting. It was much more thorough than the “hello-nice-to-meet-you” session that I was expecting. Although she was obviously very familiar with my file, she took nothing in it for granted and questioned me as if I was a new potential RBCDS client.
She could have just asked Alan for his personal opinion and impressions about me, but instead she took the time to ask me directly about my present situation and my future plans, and then make her own judgements. She made a few suggestions as to possible changes we could make and they all made perfect sense.
Not only does she seem to understand the big financial picture very well during these complex times, she was able to relate her overall philosophy to my particular, relatively simple, circumstances.
Although I have always felt confident with the advice and guidance of Alan, I think I feel even more confident now that he and Sandra are working together on my behalf.
Patricia S.
Sandra Nass has been my financial planner for over 30 years with good reason. I have total faith in her financial acumen, and over the years, my portfolio has made substantial gains with Sandra at the helm. She is knowledgeable, responsive, honest and hard working. I’ve referred Sandra to many family members and friends because of this, and they too are thrilled with her work. Sandra also manages my daughter and son-in-law’s portfolio and appreciates the challenge of family dynamics with humour and integrity, as she shapes our financial growth into dynamic portfolios.
In the last few years, Sandra Nass and her team have overseen the estate of our family business, helping us to navigate the tax complexities and saving us thousands of dollars. We will always be grateful for her time and perseverance in dealing with this challenge.
Above all, Sandra is a caring, thoughtful person and this shines through in her work ethics. She genuinely is interested in our family; she is a talented advisor and a charitable human being. And she wears really nice shoes!
Jim C.
I was directed to Nass Rae Wealth Management some 25 years ago. I was immediately impressed by the entire staff. They have always been willing to go the extra mile to meet my objectives. Sandra Nass has recently joined Alan and his group to form a formidable team with broad experience, including USA investing. I have no hesitation in referring them to others who may be looking for client-focused financial advice.
Dan J.
We have been clients of Alan Rae for over 17 years and have been totally satisfied with the comprehensive plan developed by his Team and the guidance received with many changing issues and conditions over the years.
After retiring and selling our family business Alan exposed us to several aspects of our retirement needs including financial, insurance and estate planning issues and made available the expertise needed to ensure our needs were fulfilled. Recently however, he has augmented his Wealth Management Team skill set, by the addition of an extremely talented financial planner, Sandra Nass.
Due to a recent change in a family situation we were fortunate to have the opportunity to work closely with her and explain our challenges. Sandra quickly and thoroughly analysed our situation and presented us with a choice of resourceful solutions that not only were completely suitable, but also tax effective.
This new breadth of intellect and professional experience offered by Sandra Nass in partnership with Alan Rae and other members of this team provide us with individual client care that will be difficult to surpass. We heartily endorse the Alan Rae & Sandra Nass Wealth Management Team.
Rob W.
I've had the pleasure of partnering with Alan, Sandra and team for over 9 years. The result has been a comprehensive financial plan supported by excellent results. Sandra's addition and partnership with Alan has only strengthened the team and offering. The big picture perspective, individual plan and personal touch Alan and Sandra employ to each portfolio makes the difference. Being a CFO with a financial background, I have high expectations and the team has met the challenge. Together we have built a comprehensive asset allocation, minimized fees and planned for the future whether it be retirement planning, RESP's, wills planning and life insurance. As the years have passed, we have adjusted our plan as needed. The dollar cost averaging employed is paying off - it's easy to be happy when the market is going up, but much of the value comes when the bear market rears its head and Alan/Sandra will steer you in the right direction. Looking forward to more successes together in the next 10 years and beyond.
Susan Puder, VP Senior Executive, Business Development, Dynamic Funds
It has been my absolute pleasure to work with Alan and Sandra for the past 17 years. They are unquestionably one of the very best comprehensive Wealth Management teams that I have dealt with in the Province.
Their dedication to their clients' financial well-being is evidenced in so may ways. They have built a top-notch team that works tirelessly to ensure that their service is impeccable. The level of due diligence Sandra and Alan put into their decision to make an investment on behalf of their clients is second to none. They are consistently committed to educating their clients on the markets, investments and insurance products. They truly care for their client's success, comfort and welfare.
I have always felt honoured to work with Sandra and Alan and would wholeheartedly recommend Nass Rae Wealth Management to anyone searching for a Financial Advisor.
Perspectives
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.