Pierce Fox Wealth Management of RBC Dominion Securities
A husband-and-wife advisory team, we unite disciplined financial strategy with a personal touch, helping you grow your wealth for today and safeguard it for tomorrow.
Together, we'll create a plan for your future—one where you feel confident, in control, and supported.
We're a husband-and-wife advisory team dedicated to helping clients feel secure during life’s major transitions. By listening closely and understanding your unique story, we're able to design personalized wealth plans that prioritize your longevity, provide clarity, and help you achieve lasting financial independence.
Women's economic power
With over one million views, my TEDx Talk has resonated with a wide audience. Learn more about the impact of The Great Wealth Transfer and how women are changing the world.
The dynamic duo behind your financial future.
Our partnership in both life and business allows us to bring a unique level of collaboration, trust and understanding to every client relationship. Together, we combine decades of industry experience, complementary skill sets, and a shared passion for helping people build the futures they envision.
Meet ZaZZ, the Bedlington Terrier, Chief Happiness Officer
ZaZZ, the Bedlington Terrier, joined our team at the beginning of 2022 with the fundamental goal of bringing pawsative energy to the workplace.
She’s a bundle of cheerfulness and will immediately make you smile. She embodies the crux of our values, which is to improve the lives of our clients in as many ways as possible.
ZaZZ was destined to be a CHO. She’s a real people person. Even on the subway she’s always making friends and you know what a tough crowd that can be.
When we arrive at the office her first order of business is to make the rounds greeting all administration staff, especially Judy our branch Operations Manager, providing her daily ration of hugs and licks.
She’s a great listener and will always understand your needs, as long as it involves her being petted. ZaZZ reminds us to be joyful every day.
Guided by trust, teamwork, and family values.
We bring a deeply personal approach to the management of your wealth, helping you navigate life's financial decisions with confidence, clarity and care tailored to you and your family’s goals.
What we do
We’ll help you answer this crucial question: Will my money last as long as I do? This simple yet powerful question is the starting point for your financial journey—one that moves you from uncertainty to confidence. To get you there, we’ll build a personalized road map that reflects your goals, priorities, and the steps we’ll take to help you feel secure along the way.
How we do it
Trust is the key to our process, and we’ll build it by listening to you and nurturing an open and ongoing dialogue. We'll also build trust by prioritizing your financial education, ensuring you understand your investment portfolio and wealth management plan from every angle.
Our disciplined process
We follow a rigorous six-step process that guides the development of a total wealth management strategy for every client we advise.
1. Discovery
We develop an understanding of your goals, personal and financial.
2. Financial planning
We prepare an analysis of your total financial situation.
3. Tax minimization
We look for opportunities to reduce your tax liability.
4. Insurance analysis
We help you protect what you have worked hard to build.
5. Will and estate review
We help you address your estate planning concerns and goals.
6. Build a plan
This is your roadmap to portfolio performance and wealth accumulation.
The Week That Was
Insights worth reading—from the front lines of finance
As he has for many years, every week, Dennis shares his thoughts on the markets, the world, and the impact on clients investments. Delivered in a straightforward manner it’ll quickly become your favourite read.