Pan-Artani Investment Group of RBC Dominion Securities
Expert investment and financial planning for your family. We handle the complexities so you can focus on what matters most.
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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
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.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Services beyond investing
Will & estate planning
Putting together plans that enable you to uphold your family’s lifestyle, even when you’re no longer by their side
Financial planning
Developing and executing a tailored approach to make the most of your unique financial circumstances, including leveraging specialized expertise in high-net-worth planning, as needed
Tax solutions
Taking an in-depth view of your circumstances and using sophisticated tax-savvy strategies to help protect your wealth
Retirement income planning
Coordinating a plan for healthy cash flow in your retirement years to support the lifestyle of your aspirations
Business owner services
Helping business owners develop a financial approach for today and for tomorrow, including taking advantage of relevant products, such as group pensions and retirement savings plans
High-net-worth banking
Serving your most complex cash flow, credit and lending, business financing and leasing, as well as cross-border banking requirements, while offering access to credit at competitive rates
Private insurance
Protecting your financial security, enhancing your after-tax wealth, and minimizing the impact of estate taxes through tailored advice and customized coverage for your high-value assets
Charitable giving and philanthropy
Guiding your giving in an effective and efficient manner to maximize your impact in the areas that matter to you
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