Roundell Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
At Roundell Wealth Management we’re a team of qualified professionals, here to help our clients navigate a financial path to the life they envision.
We provide personalized advice for each family we work with to ensure they reach their goals.
With our clients as our focus, all of our relationships are built on these key pillars:
We’re Team-Oriented and Process-Driven
Working with a large team gives our clients the peace of mind that they will always be able to get a hold of us. Everyone on the team has specific roles and our well-defined internal processes give us the capabilities to action our clients’ requests quickly and efficiently.
We know that we can’t be experts in every aspect of our client’s financial picture, which is why position ourselves to spearhead our client’s financial situation. Being able to bring in RBC experts from all disciplines as well as the other professionals our clients work with offers us the necessary tools and strategies to help our clients overcome any challenges they may face.
We’re Your First Point of Contact
When our clients are faced with decisions like "when can I retire?", "can we help our kids buy a house?", or "can we afford our dream home?" we’re proud to say that we‘re their first phone call. That level of trust is important to us, and we pride ourselves on helping our clients navigate all decisions, big or small.
We Practice Disciplined Investing
As independent brokers, we have access to every type of investment vehicle under the sun. Our in-house investment committee uses internal and external research while working with world-class fund managers to decipher financial markets and ensure that our clients are invested correctly to reach their goals. Having two Chartered Investment Managers on our team allows us to trade on a discretionary basis, which takes the emotions and noise out of investing for the future.
We Can Help With Multi-generational Transfers
We take a succession-planning approach to wealth management, which allows us to work with today’s generation and the generations to come. This gives our clients the security in knowing that their personal finances and legacy will be looked after for decades to come.
Navigating and Selecting the Best Care Option for you and your Family
Navigating the Canadian healthcare system can be a daunting and time consuming task. In part 2 of our seminar series we brought back Kristine McGinn to speak about the different care options available, how to select the right option, and the different resources available to support you and your family with this important decision
The Importance of Building an Aging Plan for you and your Family
By the end of 2021, 7 million Canadians will be aged 65 or over. Most Canadians want to age in place, within their own home and community.
Professionals at your service
We are a team of professionals with over 50 years of combined financial services experience. Our team is built around a succession plan providing continuity for generations of clients to come.
Client Centric Approach
Discover
Every situation is different, so it is imperative for us to have a robust understanding of you and your goals. We gain these insights through our in-depth on boarding process which identifies your priorities while also assessing your appetite for risk.
Analyze
Once we have a better understanding of your goals, we do a deep dive into your current state to identify any gaps or weaknesses. To complete our analysis, we review your current investment structure, insurance coverage and estate plan. After the completion of our analysis, we create an action plan highlighting how we will work together to fill the gaps and strengthen your financial foundation.
Implement
A plan without action is just a dream. Once we come to a mutual agreement on your roadmap, we start coordinating and collaborating with our industry partners to execute on the different aspects of your wealth plan.
Monitor
We know that life moves quickly and is constantly changing. That being said, we set up regular touch points to review our progress and ensure that you’re still on track or if need be, pivot to make any necessary changes
Second-guessing your investment portfolio or retirement plan? It may be time for a second opinion.
Increasingly, our clients are asking us if we can sit down with a friend, neighbour, colleague or family member to review their investment portfolio or retirement plan. They often want an objective second opinion to make sure they are on track. Or, they are actively seeking a new advisor and would like to know more about how we are different.
Our complimentary four-step process is designed to determine if your current strategy is properly structured to achieve your goals. No obligation. Just peace of mind.
Step 1: We listen to you
Before we look at your current financial situation, we ask questions and carefully listen as you explain your financial goals, and the specifics of your unique, individual situation.
Step 2: Comprehensive analysis
We analyze your current holdings by blending your investment objectives with our knowledge of current market conditions. We review your retirement plan looking at all of the assumptions and we ask questions like: Is your asset allocation appropriate? Are there outstanding tax-saving opportunities? Is this risk level suitable for you? What does retirement look like to you? How have your determined your retirement expenses?
Step 3: Create an investment and retirement plan
Knowing that the best way to achieve success is through a disciplined approach to portfolio management, we recommend an appropriate asset allocation strategy for you. We then create an initial retirement plan to assess your ability to achieve your goals.
Step 4: Bring it all together
We compare the results of our analysis to the criteria you outlined at our first meeting. You receive a thorough report of your current situation and one of two things: Confidence that your current plans are appropriate, or the knowledge of what changes you can make to improve it.
Take the next step toward financial peace of mind. Contact a member of our team today.
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.
Community Involvement
We are proud to operate in Ottawa and call this beautiful area home. Like many of our clients, we are active members of the community and spend time and resources giving back to local charities.
Hockey Helps The Homeless
Roundell Wealth Management was a proud sponsor of Ottawa's inaugural Hockey Helps the Homeless charity tournament that raised over $50,000 for Shepherds of Good Hope. In addition to being a team sponsor, Ben Lidzbarski our Wealth Associate is on the tournament's organizing committee.
2022 Community Investment Day
To celebrate World River Day, our team partnered with Ottawa River Keeper to host a shoreline clean-up. Our team alongside some of our clients were able to collect over 60 pounds of garbage around the Mooney's Bay Area.
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.