Roy Private Wealth of RBC Dominion Securities
Helping you succeed in all market conditions
You have dreams. We have the expertise to help you make them a reality.
Recognized as one of the leading investment advisory teams in Montreal, we at the Roy Private Wealth of RBC Dominion Securities offer a comprehensive range of wealth management services tailored to meet your unique goals and specification. We have the knowledge, experience and resources to help you succeed in all market conditions.
Whether you need your time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, Private Investment Management is a great solution. You can be confident in the management of your wealth.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our investment approach is designed to protect our clients’ capital by carefully managing risk while respecting your needs, your performance expectations and your own situation. Supported by a solid and respected financial organization, you will receive superior professional advice following an in-depth analysis of your goals and expectations.
Only select and experienced investment advisors who have met strict industry-wide qualifications for education, assets under management and investment experience are licensed to provide this level of advisor-managed portfolio service.
Our mission
We are committed to providing expert advice and careful planning for all your financial needs. By doing so, we can assure that you are pursuing your personal and professional life with confidence and peace of mind. Whatever success means to you, our goal is to help you achieve it.
Our values
We have built our reputation over the years by promoting:
Honesty & Integrity
Respect
Ethics
Discipline & Rigour
Communication & Empathy
Cooperation & Collaboration
Discretion
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Institutional investors
Our vision is to bring your vision to life. From municipalities to charitable organizations and beyond, we act as your trusted partner to help you responsibly manage your stewardship obligations.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.