Robitaille Group of RBC Dominion Securities
Have confidence and peace of mind knowing you’re on track to reach your goals.
We’re different because we don’t just care about building wealth. We care about you and what’s most important to you.
Our mission is simple: improve our clients lives in a significant way. We do this with a combinations of all the best tools on the market, delivered with a 5 star service. We focus on long term value creation and preservation for our clients.
Groupe Robitaille - fully invested in your peace of mind
Our mission is simple : improve our clients lives in a significant way. We do this by using of all the best tools and technology on the market, combined with a 5 star service delivery. We focus on long term value creation and preservation for our clients.
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.
Learn more about the team!
"All the members on the team are responsive to my requests and I see they really care. They provide me with relevant tools and documents that facilitate decision-making. They obviously love their job and I like that!"
- C. Duguay
"As a client of well-known investment firms, I had acquired a certain experience: that of feeling helpless in the face of the inefficiency of those who claimed to advise me and make my assets grow. My confidence was renewed after meeting with the Robitaille Group. The team combines competence coupled with a rare empathy, qualities that enrich their great efficiency."
- H.A. Bizier
"The investment management performed by the Robitaille Group meets my expectations. The products offered allow me to simplify the management of my assets as much as possible. I am fully satisfied with the history of my returns and the services offered are adapted to my needs."
- S. Rouleau
Who We Help
At Groupe Robitaille we know you want to feel secure and confidant about your financial future. In order for that to happen, you need the right advice. The problem is there is so much contradictory information which makes you feel confused and insecure, not to mention all the stressful headlines on the news and media.
Health Professionals
Helping you navigate your wealth building journey. Comprehensive financial planning and wealth management for HCP.
Business Owners & Executives
We create financial plans for successful business owners. Let us craft a custom plan to help you reach your most important goals.
Wealthy Families
Planning wealth for multiple generations. Comprehensive wealth management for wealthy families.
Grow more than wealth.
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Testimonials
Groupe Robitaille is a dynamic multidisciplinary team with a transparent management model and an investment philosophy that has proven itself even in times of instability.
- Annik Dupras, MD
I have been with the Groupe Robitaille for more than 4 years now. Their unwavering support and guidance are a great help to me.
- S. Mottard
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