Raab Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Marcel takes a personal approach based on trust
Trust, confidentiality and integrity are the cornerstones of Marcel's practice. Marcel's clients value his caring and personal approach. They know that they can rely on his expertise and professionalism no matter what their financial needs.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
A Disciplined Process of Wealth Management
For over a century, private investors have turned to us to help them achieve their financial goals. Today, we are trusted by over one million clients across Canada and worldwide.
What we do
Marcel employs a strategy called total wealth management. With this approach, all aspects of your personal financial situation are considered in the creation of your comprehensive wealth management plan. This plan integrates all your investment, insurance, tax and estate planning needs. This ensures you and your family are protected and provided for, no matter what life or the markets throw at you.
How we do it
Marcel will oversee all elements of your wealth management plan and co-ordinate the activities of your existing professional advisors, such as tax accountants and estate lawyers. Marcel can also tap into his own network of professional advisors, as well as those available through RBC Financial Group.
Through Marcel, you have direct access to the expertise and resources of RBC Dominion Securities - Canada's leading provider of wealth management services.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
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.