S. Robinson & Associates of RBC Dominion Securities
Achieve financial freedom with professional wealth management
You’ve already achieved so much in life. Yet there’s so much more you can do.
You may want to help your family. Fulfill your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement.
Whatever your goals, we will take the time to understand what you want to accomplish with your wealth.
Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.
While doing so, we will always keep in mind that your wealth is just the beginning – it’s a way to do more, give more, and experience more.
Professionals at your service
When you entrust S. Robinson & Associates with your wealth, we do more than just build and manage your portfolio.
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
Wealth management is about making sure you minimize taxes, avoid large financial losses, and manage risk — it's more than just managing the money. It's about making sure you have the financial freedom to live the life you want.
Steve Robinson, Senior Portfolio Manager and Wealth Advisor leads your wealth management team, bringing a full complement of professionals to you as required. These professionals specialize in financial, estate, and tax planning, and for business owners, business, credit and succession planning.
How we do it
Our team has the resources and expertise to ensure you have an appropriate and personalized plan that will work for you. We sit with you and help determine where there may be gaps in your situation. Depending on what we find, we provide complementary professional consultations to fully review and coordinate your full wealth management needs in concert to our core strength — Asset management.
Our services
When you meet with us we realize your time is valuable. We promise to review your current financial situation and look at ways that can improve your financial well-bing. Our team has the resources and expertise to ensure you have an appropriate and personalized plan that will work for you.
Investment and Asset Management
As part of our overall service offering we charge our clients an all in fee, which includes asset management alongside complementary life and wealth planning, intergenerational will and estate evaluation, business succession planning, and risk management.
Insurance Planning
Insurance protects you, and your family. We review your insurance needs to ensure you and your loved ones are looked after appropriately.
Financial Planning
Whether it be Charitable Giving, Taxation, Retirement or intergenerational wealth transfer has worked with many families with complex needs and issues and brings together the professionals you need regardless of complexity.
Key Advisors
While we may offer guidance on tax and legal matters, we do not seek to replace any qualified Lawyer or Accountant that you work with. Rather we work closely with all of your key advisors as a team to ensure your financial matters are aligned with your objectives.
Investment & asset management solutions
As part of our overall service offering we charge our clients an all in fee, which includes asset management alongside complementary life and wealth planning, intergenerational will and estate evaluation, business succession planning, and risk management.
Some clients prefer to be less involved in the day to day investment decisions, and some clients prefer to be more involved. We offer customized solutions for both.
Discretionary Portfolio Management
To help you delegate the management of your financial affairs with confidence, we are pleased to offer Discretionary Wealth Management. As you enjoy greater success in life, your financial affairs will invariably become more complex and demand more of your time – time that you would prefer to devote to your other interests and responsibilities.
Non-Discretionary Portfolio Management
With an Advisor Account, you have access to a complete range of investment choices and financial planning services. Working directly with your Investment Advisor, you can plan, implement and make adjustments to your portfolio as needed—without paying additional transaction fees.
Sub Advised Portfolio Management
Gain greater convenience, customization and choice with the latest advance in wealth management delivered through our innovative Unified Managed Account(UMA) technology.
Community support
William Osler Health System Foundation
William Osler Health System Foundation is embarking on an ambitious set of fundraising campaigns designed to transform the health care experience of all local residents. This initiative represents the new level of programs and services patients of Brampton Civic Hospital and Etobicoke General Hospital will receive closer to home.
S.H.A.R.E Foundation
SHARE Agriculture Foundation is an effective Canadian non-profit charity organization that stands for Sending Help and Resources Everywhere. SHARE provides funding, guidance, and expertise to agriculturally-based communities in third world developing countries, with a focus on Central and South America.
Rotary Club of Brampton
Rotary's main objective is service – in the community, in the workplace, and around the globe. The 1.2 million Rotarians who make up more than 34,000 Rotary clubs in nearly every country in the world share a dedication to the ideal of Service Above Self.
Insights
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