Osicki Private Wealth of RBC Dominion Securities
Your life goals are our life’s work
Building your wealth and your confidence
We serve a select group of successful families and institutions, helping them make smarter, more confident decisions about their wealth. Our focus is on the disciplined growth, protection, and efficient transfer of assets—grounded in proven strategies and thoughtful planning.
Our relationships are built on trust, discretion, and a commitment to exceptional service. We go well beyond investment management. Through a structured discovery process, we gain a deep understanding of what wealth truly means to you—your priorities, your risks, and your long-term vision.
From there, we design and actively manage a fully integrated plan that aligns every aspect of your financial life—investments, tax strategy, estate planning, and cash flow—so each decision reinforces the next.
If you’re looking for a more coordinated, evidence-based approach to managing your wealth, we invite you to connect with us.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Process – “How we work”
1. Initial Consultation - Understanding your situation and goals
We begin every relationship with a discovery meeting, which is an opportunity for us to listen carefully to accurately understand your goals. You may be surprised by the depth of these questions – but our intention is to discover what you really want out of life. We’ll also use the time to explain our approach to wealth management and review your overall finances.
2. Wealth Management discovery - Gathering the details
If everyone agrees there is a good fit, we will complete an inventory of your assets and liabilities, analyze your cash flow, risk management, and investment strategies, as well as record specific details on your family, business, trusted advisors, wills, trusts, insurance, charities, and any other relevant considerations, and begin framing our recommendations.
3. Plan Design - Designing your roadmap with the details in mind
Using the feedback from the discovery session, we create and refine your unique proposal to set you on the right path to accomplish your goals. Keeping the big picture in mind, we provide a high-level evaluation of your top priorities and discuss how to employ resources.
4. Implementation – Putting your plan into action
During this step, we begin collaborating with your other advisors, as well as our in-house specialists, so you have the confidence that your team is working together. We set your wealth solution plan in motion and keep you informed about your progress towards realizing your vision of the future. Your accounts are closely monitored, and regular contact meetings are scheduled to keep you on track, focused, and feeling in control of your financial future.
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 thorough 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 provide guidance to help you make the most of financial opportunities that support ongoing and long-term financial security.
Professionals
Offering support and advice from articling and residency to retirement, we have served doctors, dentists, accountants, lawyers, engineers, and various other professionals through all stages of their careers.
Public Institution, municipalities, charities, and not-for-profit organizations
We can help you meet the terms of your institution’s mandate through our policy advisory, investment management, planned giving, donor growth strategies, custody and administration, and other services.
Ag producers, including corporate farms
We offer specialized advice for farmers and agri-businesses, rooted in the unique financial complexities that come with farming and agriculture. Understanding that you and your family have spent years working hard to build a successful farm business, we know that planning for retirement, transitioning out of the business, and preparing for life after farming can feel overwhelming. Whether you are just starting out, are midway through your farm career or are looking to retire, we can help.
Entrepreneurs
Founders, C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and make the most of fast-moving startup and career opportunities.
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.