Pullen Wealth Management of RBC Dominion Securities
We're passionate about helping our clients achieve their unique financial goals through exceptional, personalized service.
Build, Manage and Protect Your Wealth
We serve High-Net-Worth Individuals, Professionals, Foundations, Executives and Business Owners—built exclusively on referrals.
We provide:
- Custom Portfolios
- Discretionary Wealth Management
- Strategic Insurance Solutions
- Will & Estate Planning
- Financial Planning
Our goal is to guide you and your family through each life stage with personalized strategies that address your unique financial goals, risks, and opportunities.
Professionals at your service
At Pullen Wealth Management, we appreciate the ability to work with you to help you achieve your financial goals.
Private Investment Management – The Freedom to Live Your Life
Our personalized approach starts with understanding you—your needs, goals, and aspirations.
What we do
Delegate wealth management to qualified professionals so you can focus on what matters most—your career, business, family, or lifestyle. We offer personalized portfolios, direct Portfolio Manager access, and independent risk monitoring backed by RBC Dominion Securities' expertise.
How we do it
Customized investment solutions tailored to your tax needs
Dedicated Portfolio Manager accountable for performance and decision-making
Independent risk oversight and regular monitoring to ensure alignment with your goals
Personalized Investment Policy Statement reflecting your objectives
Direct access to your Portfolio Manager—unlike most programs where you never meet yours
Our services
Our business is geared towards High-Net-Worth Individuals, Professionals, Foundations, Executives and Business Owners, and has been built exclusively on referrals.
Custom Portfolios
Based on your unique circumstances, time horizon and risk tolerance, we will help create a customized portfolio to ensure that your investments are properly diversified and positioned to help you achieve your goals.
Discretionary Wealth Management
A discretionary wealth management relationship can provide the freedom you need to focus on what’s important to you.
Strategic Insurance Solutions
When most people think of insurance, they think of life, home, and auto insurance. But insurance-based strategies can also help you protect and enhance your wealth.
Financial Planning
We offer financial plans designed for your individual needs, whether you’re still working or already retired and whether your financial situation is less or more complex.
Will and Estate Planning
Our Will & Estate Consultants provide you with information on structuring your estate in an efficient and tax effective manner.
Client resources
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team and our team.
How To Find Out Your RSP and TFSA Contribution Room
Check RSP/TFSA contribution room via CRA My Account
Virtual Meeting Guide
Pullen Wealth Management offers WebEx guides for mobile and computer use.
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.