Partaker Wealth Management of RBC Dominion Securities
Investment and Wealth Advisors
Simplifying your financial life
Partaker Wealth Management of RBC Dominion Securities was established in August 2000 to provide goal-oriented wealth management guidance and services to families, businesses and foundations. Since then, our team has built a strong reputation in the Greater Calgary area for attentive, client-focused and valued investment advice.
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 commitment to you
We understand that managing your finances may not be your top priority in life. However, we also understand the importance of proper wealth management. That’s why we take great pride in diligently managing your financial life – so you can focus on your true passions.
What we do
Our approach is to understand and keep on top of the ever-changing financial world, navigate it and explain our approach to you using simple, easy-to-understand language. Following a disciplined investment process grounded in leading economic research and the best practices of prominent financial leaders, our program simplifies financial decision-making and assists you in translating the complexities of wealth management into an easy-to-understand road map. This beginning-to-end approach helps our clients enjoy their wealth today while making meaningful progress towards future goals.
How we do it
We consider our responsibility to you to be of the utmost importance. Every decision we make is guided by a commitment to act in your best interest and, above all, to help ensure continued progress toward your life’s goals.
We promise to always:
- Put your interests first
- Be open, honest and transparent
- Stay apprised of changes in your life and your goals
- Help you to understand your investments, objectives and risks
- Provide exceptional service and make doing business with us easy
Helping our Community
Over the past several years, Partaker Wealth has made it a priority to give back to the community we live and work in. We have been able to reach out to some very hardworking and essential organizations while encouraging our business partners who have in turn matched some of our contributions.
If you have a local charity or organization that is close to your heart, we would love to hear about it!
We are all in this together, and together we will succeed.
Calgary Women's Emergency Shelter
Our support goes toward providing resources for people who need physical protection and emotional support.
Foothills Country Hospice
A place of refuge where staff & volunteers create an atmosphere of care and dignity for those we serve.
BC & AB Guide Dogs — Sponsor a Puppy
BC & Alberta Guide Dogs meets the growing demand for professionally trained Guide Dogs and Autism Service Dogs for BC and Alberta.
Operation Christmas Child
The mission of Operation Christmas Child is to provide God's love in a tangible way to children in need around the world.
The Magic of Christmas
From our humble beginning in 1983, The Magic of Christmas has grown to a volunteer family of 6,000+ Santas and elves.
Salvation Army
The Salvation Army gives hope and support to vulnerable people in 400 communities across Canada and in 131 countries worldwide.
Wild Rose Community Connection
Wild Rose Community Connections brings together good people to do simple, but powerful things that make a positive difference.
Wood's Homes
Wood's Homes is a children's mental health centre. We provide treatment and support to children, youth and families.
Rowan House Society
Safety, trustworthiness, choice, collaboration and empowerment are the core values at the Rowan House Emergency Shelter.
Provincial Network of Food Banks
Food Banks Alberta is the provincial association of food banks in Alberta with a mission to strengthen the impact of the 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
E-Wednesday
A biweekly curated read from Partaker Wealth Management of RBC Dominion Securities. Each edition brings a handpicked mix of articles on money, geopolitics, exploration, leisure, and food — keeping you informed, inspired, and a little entertained along the way.
May 20, 2026
This edition covers the billion-dollar growth potential hiding in Canada's wine industry, the global energy crisis unfolding at the Strait of Hormuz, and how Canada's counter-tariffs have continued to nudge everyday prices upward. On the lighter side: the fascinating history of a cosmic ray station perched above Banff, a jaw-dropping new luxury golf resort coming to Revelstoke, B.C., and a Calgary company shaking up the canned cocktail scene one shaken can at a time.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.