Ronan Clohissey Wealth Management Group of RBC Dominion Securities
Family office-style investment and wealth management, backed by Canada's largest financial institution
Wealth planning has evolved. Let our expertise and resources help you navigate and prosper.
Our team of dedicated professionals connects you with RBC's institutional-grade capabilities—from investment mandates to the comprehensive RBC Family Offices Services team—all tailored to your specific goals.
Professionals at your service
A long-tenured team built on experience and stability.
How we work with you
We take time to understand each client’s unique needs and respond with relevant and prudent strategies. Success is achieved when our clients look to the future with financial clarity and confidence.
What we do
Our approach stands apart in an industry that often obscures simple concepts behind unnecessary jargon and complexity. At the core of it is your financial plan. This plan allows us to build a portfolio to meet your unique needs, goals and objectives for today and the future. We use a disciplined process to keep you on track and, by working with the RBC Family Office Services team, we ensure you take advantage of appropriate tax and estate planning strategies.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of equities, fixed income, alternatives and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.