Ronald J. Wilcock
Portfolio Manager & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
At RBC Dominion Securities, our Family Wealth Team is dedicated to delivering
comprehensive wealth management tailored to your unique needs. With a
focus on financial planning, investment management, and deep market
expertise, we partner with families to preserve and grow their wealth across
generations.
Our team brings decades of combined experience navigating complex financial
landscapes, offering personalized strategies that align with your goals-whether
it's retirement planning, tax optimization, or legacy building. We craft robust
financial plans that integrate cash flow management, estate planning, and risk
mitigation, ensuring a holistic approach to your financial future.
In investment management, we leverage RBC's global resources and our team's
market insight to design diversified portfolios. From equities and fixed income
to alternative investments, we tailor solutions that balance growth, income,
and capital preservation, adapting to evolving market conditions. Our
disciplined, research-driven process is grounded in understanding your risk
tolerance and long-term objectives.
With over 45 years of collective experience, our team has guided clients
through market cycles, economic shifts, and personal milestones. We pride
ourselves on proactive communication, transparency, and a commitment to
your financial success.
As part of RBC Dominion Securities, we provide access to industry-leading
tools, exclusive investment opportunities, and a network of specialists in tax,
trust, and estate planning. Whether you're planning for retirement, managing a
business transition, or building a family legacy, our Family Wealth Team is here
to provide clarity, confidence, and customized solutions.
Let us help you navigate your financial journey with expertise and care.
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.
Client Testimonials
Ron and by extension, RBC DS, is very knowledgeable, realistic, and truly cares about its clients. Compared to our last "Financial Services Provider" Ron actually put our needs first.
We couldn't be happier.
Tim
I moved over from another advisor years ago. Ron immediately saved me a significant amount of costs in fees and hidden fees I didn’t even know I was paying. He put me in front of a number of specialists at no cost and my performance has gone up with less risk.
I referred my sister to Ron and I think that says it all.
Peter
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.