Peter Cheng Wealth Management Team of RBC Dominion Securities
Your life goals are our life’s work
We care and we do our best to give you the timely service and professional advice.
It is all about you, our clients. We are here for you. Our mission is to work diligently for you, so that you may attain a high level of comfort and peace of mind. We ensure that peace of mind by familiarizing ourselves to your unique situation and your unique needs. We know it takes time but we are interested in spending the time so that we get to know each one of you and your family well.
We like to consult with your other advisory teams: your lawyer, your accountant so that together, we ensure that you do not miss out on potential tax, trust, annuity, corporate and other planning opportunities as appropriate.
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 we do
We cannot control the volatility of the financial markets, but through portfolio management and appropriate asset allocation, which is reviewed and re-balanced periodically, we can provide you with the peace of mind that your financial needs are well looked after for you, for your children and for your grand-children.
We stay on top of changing trends, investment opportunities, financial products, and tax laws. The constant new knowledge, filtered by our judgement gained through years of experience, will benefit our clients by taking advantage of timely opportunities and foregoing prospects that are just based on hype.
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.
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.
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.