Rachel Sung Wealth Management of RBC Dominion Securities
Expert advice, a personalized approach, and sophisticated solutions to build and protect your wealth
Meeting the challenge of today’s complex financial world
My team and I are here to offer you a calm, disciplined hand in managing your investments. We help our clients feel more prepared for their future despite the evolving global economic environment and investment landscape. We will tailor a plan specifically for you, whether you are looking for a balanced investment portfolio, one structured for growth, or one that generates income.
Acting with honesty, integrity, and in your best interests, we’re dedicated to earning your trust and helping you achieve the future you envision.
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
Our goal is to enhance your quality of life and create a worry-free future for yourself and your family through strategic, disciplined investment and wealth management. Based on your needs, values, risk tolerance, and goals, we develop your investment strategy, focusing on investments with solid intrinsic value and ensuring optimal asset allocation for reduced volatility. These may include cash, deposits, bonds, funds, and stocks.
How we work
Investing is akin to a game of chess; we help ensure each move you make aligns with your needs for today and goals for tomorrow. Leveraging our insight and experience, we implement your investment strategy, seeking attractive returns while preserving your capital.
Enjoy the peace of mind of knowing our team is always monitoring your investments, adjusting as needed to ensure your goals are on track, and keeping you informed.
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.
Our clients
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.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
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.
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.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.