Rob Bradshaw
Investment Advisor
Thanks for stopping by.
I aim to make investing easy to understand for all my clients, focusing on a solid plan to grow and maintain your wealth. We offer a full service suite of portfolio management services: Whether it's planning for retirement, transitioning your business or leaving a legacy for the future, we're here to guide you every step of the way.
RBC Dominion Securities is Canada’s leading full-service investment firm, providing you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds – all backed by proven investment strategy and top-ranked capital markets research.
Contact us today to learn how we can make a difference for you.
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.
Business Owners: Differentiating your Advice
As part of RBC we offer in-depth help for your business and leverage off our greater business units. Bringing your advisor team together - merging legal, accounting and planning so corporate and personal finances gives you better peace of mind.
Business Insurance
Please contact me if you would like to see our Disability Insurance, Buy-Sell Agreements or Corporate policy documents.
Succession Planning
Please contact me if you would like to see our articles on preparing your company, planning the sale, year of sale, or year after sale documents.
Employee Benefits / Group Plans
We offer benefits plans and group retirement plans for your employees.
Business Analytics
Leverage our resources to help with B to C business - its confidential and will help you glean insights into your clients.
Our greater network
Our greater network is also available if you need advice on legal, accounting, IT solutions, Insurance.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.