Randall-Roberts Wealth Management of RBC Dominion Securities
Trusted fiduciaries you can count on.
Managing wealth is a privilege, and that privilege comes with great responsibility.
Backed by RBC, Canada's largest and most trusted financial institution, Randall-Roberts specializes in investment and wealth management services and comprehensive financial planning. Our clients benefit from best-in-class advice on portfolio management, financial planning, Will and estate planning, risk management, tax planning, and philanthropic planning.
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
Wealth management is the integration of investment management and financial planning services. Our team of nine professionals is comprised of portfolio managers, wealth advisors, and financial planners. Together with our extended partners -- RBC Family Office Services, RBC Royal Trust, RBC Private Banking, RBC Capital Markets, and RBC Portfolio Advisory Group -- we provide our clients with best-in-class wealth management services and advice.
Our investment approach operates within strict rules and guidelines that bring discipline to the management of our clients' portfolios. Leveraging RBC's extensive investment research capabilities, we diversify client portfolios across asset classes, sectors, companies and geographies in a way that fits our global economic outlook.
How we work
At Randall-Roberts, we believe it's important to have a personalized Investment Policy Statement (IPS) and a comprehensive financial plan that act as blueprints for how our team manages your wealth.
As licensed portfolio managers, our team handles the day-to-day investment decisions on your behalf, and provides reporting and consistent reviews to ensure you are on track with your financial and life goals.
Our cost structure is based on a fixed percentage of your total portfolio under management rather than commissions on individual transactions. We believe this removes conflicts of interest when managing client assets. We do better when our clients do better, and we make less when our clients make less.
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.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
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.
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.
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.
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.
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.
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.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
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.