Petrov Wealth Management Group of RBC Dominion Securities
Conviction, Discipline, Patience
"Build a financial wall around you and your family nothing can get through" - Jim Rohn
Success is predicated on conviction, discipline and patience. These very principles make up the foundation on which we build personalized financial plans and investment portfolios for affluent business owners, executives, professionals and retirees. Our clients expect institutional quality with a private client experience.
Your hard-earned resources are a means to an end. We seek to understand your vision and our mission is to be your financial coach in getting you there leaving no stone unturned in the process. This involves protecting your assets against inflation, taxation, market fluctuations, and emotional decisions while focusing on long-term, sustainable growth.
MUST WATCH : Petrov Volatility Survival Guide Video
Financial Housekeeping
Have a look at this video of our Senior Portfolio Manager, Alexander Petrov
Professionals at your service
The Petrov Wealth Management Group is a multi-disciplinary team that delivers first class advice and service to our clients. Each team member plays a key role in helping you achieve your desired outcomes even in some of the most complex cases. Our highly-specialized team is devoted to cover all the angles from advanced wealth planning and investment management to account administration, reporting and day-to-day operations.
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 design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Petrov Blog
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.