Patel Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
We are a team of professionals whose purpose is to provide our clients with knowledgeable and proactive financial advice delivered with a friendly, personal touch.
To ensure that your unique financial position is accurately addressed, you will have access to specialists in areas of personal finance that extend beyond investment advice. By doing so, a complete Wealth Management approach can be applied to your portfolio, helping you maximize and protect your returns over time.
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 Do We Do?
We help provide financial security to you through a diversified investment strategy and a personalized financial plan.
How Do We Do It?
We listen. We understand that each of our clients' circumstances is unique. We've learned that by listening to your story we are better equipped to build a strategy that addresses your investments, retirement cash flow, taxes, insurance and estate plan. Together, we will implement, monitor and revise your strategy as your life evolves.
Who Do We Do It For?
We work with a wide array of individuals, families, business owners and not-for-profit organizations. Our clients share with us the most intimate details of their financial lives. It is therefore very important that we establish a strong rapport with our clients as we will be working together for a long time. Many of our current clients relationships are into their second and third decade, or span multiple family generations.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.