Ord Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
With almost 40 years of experience in the financial services industry, Ord Private Wealth Management brings a deep understanding of wealth management and an unwavering commitment to client success. We are proud to serve individuals, families, and business owners who value personalized guidance and a disciplined approach to managing their financial future. Our longstanding presence in the industry reflects both our stability and our ability to evolve alongside the changing needs of our clients.
Providing all clients with professional, personal service, where their needs always come first. We provide customized, lifelong financial solutions to a select group of highly valued clients. We also provide financial peace of mind through a conservative approach to Wealth Management. Finally, we create lifelong client relationships built on trust, confidence and integrity.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Our Philosophy
Providing all clients with professional, personal service, where their needs always come first.
Provide customized, lifelong financial solutions to a select group of highly valued clients
Provide financial peace of mind through a conservative approach to Wealth Management
Create lifelong client relationships built on trust, confidence and integrity
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.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
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.