Patrick Funk, CFP, CIM, CFP, CIM of RBC Dominion Securities
Financial advice grounded in integrity, clarity, and a commitment to your long-term financial success.
You have dreams. We have the expertise to help you make them a reality.
As our families and day to day lives evolve, so do our financial needs. Our team has been guiding the financial decisions of individuals, families, businesses and other organizations for the past 15 years. Our multi-generational client relationships are founded upon the principles of integrity and trust. With our expertise, we offer financial peace of mind through a customized wealth management strategy designed specifically for your lifestyle. In addition to creating an optimal asset mix, we provide comprehensive services in financial planning, retirement planning, wills and estates advice, insurance reviews and income maximization.
Backed by the resources of Canada’s leading full-service wealth management firm - you can be confident that you will get the professional advice and services you need.
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 personalized approach centres on listening to understand your needs, goals, and financial objectives
Helping you achieve your personal and financial goals
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.
By taking an integrated approach to wealth, we help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
- And much more
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every stage of life.
How we do it
Our four-step portfolio process:
1. Discovery We start by getting to know you. We listen to understand your needs, goals, time horizon, and risk tolerance—the things that matter most to your financial future.
2. Your Investment Policy Statement Together, we create a personalized roadmap. This document outlines the guiding principles for how your portfolio will be managed, so you always know what to expect.
3. Build Your Portfolio We construct a personalized portfolio tailored to you—the right balance of stocks, bonds, and cash. Our investment strategists and research analysts collaborate to ensure your portfolio reflects your unique situation.
4. Ongoing Monitoring We don't set it and forget it. We continuously monitor and review your portfolio, making thoughtful adjustments as market conditions change—keeping your investments aligned with your evolving objectives.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC 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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.