Radcliffe & Associates Wealth Management of RBC Dominion Securities
Comprehensive Wealth Management
Our team provides personalized wealth management solutions designed to help clients build and preserve long-term financial confidence. Alongside investment advice and portfolio management, we offer access to retirement, estate, tax and insurance planning through our network of trusted RBC partners.
We take a collaborative approach to financial planning, helping individuals, families and business owners navigate every stage of their financial journey.
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 comfort with risk. Next, we develop a personalized investment strategy tailored to your needs and long-term goals. Using this foundation, we build a diversified portfolio that may include ETFs, investment funds, and GICs, supported by ongoing research and professional market insight. Finally, we consistently monitor and review your portfolio, making adjustmenst as needed to help keep you on track through changing market conditions.
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.
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.