Nick Dodds, CFP, CIM
Senior Portfolio Manager & Investment Advisor
I strongly believe in the value of using the services of a professional.
Whether this involves my own health, my estate planning or having my car serviced - I humbly admit that I do not know very much when it comes to the specifics of these professions and how they function. Having said that, I believe it is imperative to ask questions and to understand how these processes work. Only then can I hand my trust over to these professionals. This core belief is how I treat my clientele. This goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
My value proposition is to provide advice on a proactive basis. As an owner of a business, a working professional, a retiree or someone who just does not have the luxury of time to manage their own investments, you value the services of an individual who is thinking and monitoring your investments.
Information about investments is abundant and has become a commodity. My challenge is to combine all of the opinions and comments and provide recommendations that appeal to your sense of analysis. Having an understanding of your risk tolerance is also critical for investors who are extremely busy.
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.