Ravinsky Wealth Management Group of RBC Dominion Securities
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect our team of professionals to help you realize your life vision.
A wealth management experience that delivers your unique financial vision and strategy
Our team of accredited investment professionals offers a personalized approach to discretionary portfolio management. With a disciplined investment philosophy, we build custom-designed portfolios structured in the most tax-efficient manner through direct ownership of individual securities. This approach provides investors with complete transparency, greater flexibility and several tax advantages.
With an innovative team-based approach to professional wealth management, we can also address all of your financial, tax and estate planning needs, giving you the confidence to identify and work towards your goals. We are committed to creating more convenience and peace of mind in your life, so you can focus on what matters most to you.
A highly experienced and knowledgeable portfolio management team
We believe exceptional outcomes come from disciplined decision-making, deep expertise, and strong relationships. By working together as one team, we deliver personalized advice, thoughtful strategies, and the confidence that comes from having experienced professionals focused on your future.
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 portfolio management team works closely with you to develop a strategy to help build and protect your wealth. Through our Private Investment Management program, a unique discretionary managed account, you can confidently delegate day-to-day investment decisions to your dedicated portfolio management team.
Our process centers around creating an investment portfolio and wealth management plan that reflects your needs throughout the various stages of your life. Whether your goal is growing wealth, generating income, or planning for retirement, we adapt solutions to your circumstances and aspirations.
Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. The result is a personalized investment strategy designed to help you navigate changing markets and stay on track toward achieving your financial vision.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We begin with a discovery meeting, where we take the time to understand your needs, goals, time horizon, and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for the management of your portfolio.
With that foundation, we build and actively manage your personalized portfolio aligned with your objectives and comfort level. As licensed Portfolio Managers, we make disciplined investment decisions supported by extensive research and market insights.
Finally, through ongoing monitoring and regular reviews, we ensure your portfolio remains aligned with your objectives, while refining your broader wealth management strategy as your circumstances change.
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.