Pugiotto Private Wealth of RBC Dominion Securities
From wealth to prosperity
You are unique and so are your needs!
Pugiotto Private Wealth offers comprehensive services that find the opportunities in your wealth that will lead you to your personal goals. Our team of professionals is here to help at each stage of your journey, regardless of where you are starting from or where you hope to get to. We have the resources and experience available to support you.
Our expertise is in finding that route within your wealth. We build plans to restructure your wealth so that it is supported by its own unique benefits and accommodates your predicted expenses and aspirations for the future.
20 year service anniversary with RBC
Bob Sautner, Etobicoke Branch Director, is pleased to recognize Daniel Pugiotto for providing professional wealth management and financial advisory services to investors and their families for the last 20 years. Daniel leads a team of professionals who are dedicated to clients’ financial success. Daniel is one of RBC Dominion Securities top Portfolio Managers – an achievement rewarded with a membership on the firm’s Executive Council. We, as a management team at the Etobicoke Branch, thank him for being part of our company's success over the years.
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 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.
Taking a responsible approach to your investments
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
Integrated
As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.
Targeted
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
Thematic
For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.
Impactful
Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.
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.
Testimonials
"From my first meeting with Daniel in March of 2014, I instantly felt like he was truly in my corner. After discussing a number of changes to my portfolio, and laying out his vision for my future, he took the rock and ran with it and I couldn’t have been more happy with the results. 8 years later, my confidence in Daniel has only grown, along with my financial freedom in retirement. I often lean on him to seek out his advice or run an idea by him and he is ALWAYS there. He is a consummate professional whom I would highly recommend to anyone."
– Glenn Goldup
Former NHL hockey player for the Montreal Canadiens and the LA Kings, and Manager for 590 The Fan
"Daniel has proven himself to be highly responsive to my needs and professional in his execution of my requests. He takes the time to continually update himself on my changing financial priorities and recommend the appropriate strategy. He understands my investment style and risk profile. He talks my language and he responds accordingly. I trust him to take care of my financial future."
– Mike Lipkin
Motivational Speaker, Environics / Lipkin
"Daniel became my advisor in 2009 after receiving a strong recommendation from a person that I highly respect. After spending time getting to know my investment needs, objectives and philosophy he has helped me build a portfolio of investments to achieve my goals. We have developed an open and friendly relationship, which allows us to have important conversations about my investments and to make decisions on my investments in a timely manner. While we do make periodic changes in my investments as the market and opportunities dictate, we continue to focus on my long-term goals of achieving acceptable returns while balancing risk."
– James Lopez
President & Chief Executive Officer, Tembec
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.