Ray Pang Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Achieve financial freedom with professional wealth management, focusing on Healthcare professionals and their families
I have been advising Healthcare professionals and their families for over 20 years. I have over 30 years of experience within the financial services industry. Throughout this time I have learned that my focus is on providing exceptional client service.
“Control what one can control”
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 to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start 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 how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in 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
Client Testimonials
My wife and I are long time clients of Ray Pang. We appreciate and are grateful for his knowledge, communication skills, honesty and integrity.
We have been able to rest assured that he knows us and our investment philosophy well, working hard to maximize our gain while minimizing our worry in retirement.
We have no hesitation in recommending Ray Pang as a financial and Wealth Advisor
- Dr. & Mrs W.
Ray Pang has been our Portfolio Manager at RBC Dominion Securities for several years. Ray's knowledge and expertise has steadily guided us through the changing markets, particularly over these past few years. Ray is also the advisor to many of our family members and friends. Ray creates personalized portfolios to reflect the individual needs of each of his clients. Ray and his team demonstrate strong communication skills through regular updates and are readily accessible should questions arise. We appreciate all that Ray has done and continues to do for our family and would confidently recommend him as an exemplary Wealth Advisor.
- Dr. & Mrs L.
It has been a pleasure to say the least to have known Ray Pang and dealing with him now and in the past. He has been my financial advisor for more than 20 years now. The best thing that I feel about dealing with Ray is that how well he understands my needs and how well he reads my mind. I have practiced as a radiologist for over 40 years. Most of that in this city and part of that in other parts of the world. But no matter where I was he was always available to me. I have reached out to him on many occasions and he has always been there for me.
He is an asset, a keeper. In my old retired age I go to sleep in peace knowing that he is looking after my needs as if it his own. There are probably many financial advisors but it would be hard to find a better one.
- Dr. & Mrs B.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.