Roberge Wealth of RBC Dominion Securities
Wealth is personal and managing wealth requires trust.
The trusted relationships we build with our clients at Roberge Wealth are the keys to ensuring confidence, security, and success.
At Roberge Wealth we hold ourselves to the highest standard of fiduciary duty; acting in good faith with honesty and fairness. You can expect the utmost level of service, transparency, and accountability from our team.
Roberge Wealth team of professionals
Our team is committed to helping you and your family through all stages of life as you build, protect and transition your wealth. We are here to simplify your life providing comfort, clarity and peace of mind.
It all starts with you.
Our job is to help you build, protect, and transition your family wealth.
What we do
More and more affluent families are realizing that their affairs are complicated and need more than reactive help from their accountants or lawyers. They require a dedicated full-time team who focus on investment management, tax and estate planning, alternative investments and most importantly their life story. At Roberge Wealth we work together with all your trusted professionals to deliver the highest level of integrated planning.
How we do it
Wealth management is so much more than investment returns. Creating and preserving a sound wealth plan involves a detailed review of your entire financial picture and proactive recognition of your evolving needs. Our wealth management process was developed to simplify your life and provide you with the confidence that your goals will be achieved, protecting your way of life now and into the future.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.