Osicki Private Wealth of RBC Dominion Securities
Your life goals are our life’s work
Building your wealth and your confidence
Our team provides wealth management services for a select group of successful families and institutions; helping guide them in making more informed decisions about their money, and the growth and protection of their assets and estates. We aim to build lasting, meaningful relationships based on trust, integrity and superior service. Our approach goes beyond investments. Through our unique personal discovery process, we seek to recognize what wealth means to each of our clients. Working closely with you, we develop a customized plan which reflects your highest priorities and integrates all aspects of your finances.
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
Building and Protecting Your Wealth - Good Advice Starts with Great Questions. It is our job to ask the right questions when helping you to get the right answers. We consider the big picture as your life changes and your vision of the ideal future evolves. Together, we make the financial decisions to help you get there. Our wealth management approach extends well beyond investment counsel and money management. From investing, to utilizing insurance and tax strategies to build, protect, maximize, and transfer your wealth, our strategies address all aspects of your financial situation throughout your lifetime.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.
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.