Oroianu Wealth Management Group of RBC Dominion Securities
Elevate your wealth with peace of mind
Strategies aligned with your current and future needs
Our team is passionate about helping you achieve your financial goals so you can be assured of knowing you and your loved ones will enjoy a comfortable lifestyle.
We provide a complete and integrated suite of wealth management services to help you protect and enhance your wealth. We work closely with a collaborative team of specialists to create your customized plan, focusing on investment management, retirement planning, and estate and tax planning. We aim to earn your trust by putting your interests first.
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
Our approach is different. Because our clients are different.
We focus on capital preservation and tax planning in order to maximize your wealth. We use a process-driven approach to thoroughly understand your specific goals, preferences and unique circumstances, so our services are highly customized to meet your unique needs. We take on the role of your family’s personal CFO by integrating and managing all of your investments, retirement, insurance, tax, and estate planning needs. You can have peace of mind knowing that your every financial aspect is being addressed.
Decoding the financial world
Today’s abundance of financial products and services can be confusing, often causing people to make poor choices. We take pride in simplifying the wealth planning process for you, giving you the assurance and comfort that come from understanding (a) what you own and why, (b) how careful wealth planning can contribute to your net worth, and (c) that your current and desired future lifestyle are being protected.
How we work
Offering breadth and depth of resources and advice
We are supported by one of Canada’s leading investment firms, RBC Dominion Securities. The firm has been committed to helping clients meet their financial objectives and goals with the highest standards. As a member of one of the largest financial services providers in North America, we have the resources to provide our clients stability with the whole spectrum of wealth management solutions and services.
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.