S. Robinson & Associates of RBC Dominion Securities
Premier Wealth Management for High-Net-Worth Individuals & Families
You’ve already achieved so much in life. Yet there’s so much more you can do.
Welcome to S. Robinson & Associates Wealth Management—your trusted partner in building and preserving wealth. We provide comprehensive wealth management services tailored to high-net-worth individuals and families. Our expert advisors deliver personalized investment strategies, sophisticated portfolio management, and strategic financial planning to help you achieve your long-term goals. With deep market expertise and a client-centric approach, we combine investment solutions with white-glove advisory services. Whether you're seeking wealth preservation, investment growth, creating a legacy, retirement planning or comprehensive financial planning, our team is committed to delivering exceptional results and peace of mind.
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.
We believe exceptional wealth management goes beyond investment returns. Our comprehensive approach combines disciplined investment strategy, personalized financial planning, and ongoing client partnership to help you build, protect, and grow your wealth. We are committed to understanding your unique financial goals, risk tolerance, and life circumstances—then crafting tailored solutions designed to deliver results aligned with your objectives.
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.
Core Services
1. Investment Advisory & Portfolio Management
We develop customized investment strategies aligned with your risk tolerance, time horizon, and financial objectives. Our disciplined, research-driven approach combines diversified asset allocation, fundamental stock and bond analysis, and active portfolio management to optimize risk-adjusted returns.
2. Wealth Planning & Strategy
From retirement income planning to multigenerational wealth transfer, we provide comprehensive financial planning services. We coordinate all aspects of your wealth—investments, taxes, insurance, and estate matters—to create an integrated strategy that works toward your long-term vision.
3. Tax Optimization & Efficiency
We proactively identify tax-saving opportunities across your portfolio and financial plan. Our strategic approach to tax-efficient investing, charitable giving strategies, and tax coordination helps you retain more of your wealth.
4. Estate & Succession Planning
We work with your legal and tax advisors to develop comprehensive estate plans that protect your legacy and facilitate smooth wealth transfer to heirs or charitable causes. Our guidance ensures your wishes are honored while minimizing taxes and administrative complexity.
6. Financial Reporting & Analysis
We provide detailed, transparent reporting on portfolio performance, asset allocation, and progress toward your financial goals. Our regular analysis helps you understand your wealth and make informed decisions.
7. Ongoing Advisory & Wealth Consultation
We serve as your trusted financial advisors, available to discuss major life changes, market developments, and strategic adjustments to your wealth plan. Our proactive partnership ensures your strategy evolves with your needs.
How we do it
Client-Centric Strategy
We begin by deeply understanding your financial goals, values, and aspirations. Through collaborative planning sessions, we develop a comprehensive wealth strategy customized to your specific needs—whether you're focused on wealth preservation, growth, tax optimization, or multigenerational planning.
Disciplined Investment Management
Our investment philosophy combines fundamental research, portfolio construction, and rigorous risk management. We build diversified portfolios tailored to your risk profile and time horizon, with ongoing monitoring and rebalancing to stay aligned with your objectives and market conditions.
Comprehensive Financial Planning
Beyond investment management, we address your complete financial picture—including tax strategies, estate planning, retirement income planning, and wealth transfer strategies. Our holistic approach ensures all aspects of your wealth work together seamlessly.
Institutional Expertise
As wealth advisors to high-net-worth individuals and families, we combine sophisticated investment solutions with white-glove service. You'll benefit from our in-depth research and analysis delivered through a dedicated partnership focused on your success.
Transparent Communication & Accountability
We maintain ongoing dialogue with regular portfolio reviews, market insights, and financial updates. Our transparent reporting and proactive communication ensure you're always informed and confident in your wealth strategy.
Long-Term Partnership
We view our relationships as true partnerships built on trust, integrity, and shared commitment to your financial success. Your goals evolve over time, and we're here to adapt your strategy accordingly—serving as your trusted advisor through life's opportunities and transitions.
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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