Peloso Private Wealth Management of RBC Dominion Securities
Don't settle. Expect more.
Our wealth management approach
Our aim is to simplify your financial needs by implementing our disciplined wealth management approach. Leveraging the full resources of RBC and RBC Wealth Management, we work seamlessly with our broad network of professionals in estate and trust planning, private banking and more to provide you with a comprehensive plan & investment strategy for your wealth.
“Rooted in trust, I deeply value the relationships I build with each one of my clients. My greatest priority is to help them gain clarity and confidence while simplifying their financial complexities."
- Nick Peloso, CIM | Portfolio Manager & Wealth Advisor
Professionals at your service
Leaning on experience and industry accreditation, our team 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 we do
Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. We will help you navigate important decisions and milestones, giving you confidence in your financial future.
How we do it
Based on your wealth management plan, our team will recommend solutions tailored to your objectives, drawing from a wide selection of world-class investment and wealth management strategies. As an RBC Wealth Management client, we help connect you to our team of specialists for consultations and insights, and put your customized plan into action.
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.
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.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.