Sandler Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
The Sandler Wealth Management Group is a wealth advisory practice built on long-term relationships, conservative investing, and exceptional client service.
We provide thoughtful advice and steady portfolio management designed to help families and business owners navigate markets with confidence.
Our clients value more than performance—they value responsiveness. Whether you want to discuss our market outlook or need administrative support handled promptly, you can count on us to be available, proactive, and dependable.
We are proud to maintain client relationships spanning more than forty-five years, and across three generations of investment advisors. That continuity allows us to truly know our clients, understand what matters most to them, and provide advice that evolves alongside their lives and goals.
For the past decade, we have been proud to be part of RBC Dominion Securities Inc., supported by the strength, resources, and infrastructure of Canada’s largest wealth management firm.
Professionals at your service
Our approach
Our clients know that we are available at all times to discuss our outlook for the market or deal with administrative issues promptly.
What we do
We provide disciplined, relationship-driven wealth management for families and business owners. Our role is to simplify complexity, protect capital, and help clients make confident long-term decisions.
Our services include:
Discretionary portfolio management with a conservative, risk-aware approach
Wealth planning to align investments with long-term goals
Tax and estate planning coordination alongside trusted legal and tax professionals
Retirement and cash flow planning to support lifestyle needs and future commitments
Foundation and charitable planning to structure and support philanthropic goals
Business owner planning, including liquidity events and succession considerations
Financial literacy support for younger family members, helping the next generation build confidence around budgeting, saving, investing, and long-term financial responsibility
Who are our clients?
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.
Entrepreneurs & Business owners
Families
Charitable Foundations
Family Offices
Accountability. Transparency. Wealth Planning.
Accountability
As discretionary Portfolio Managers at RBC Dominion Securities, we are held to the highest industry standards. We welcome that responsibility and remain fully accountable for both the investment management and the service we provide. Our clients always know who is responsible for managing their portfolio.
Transparency
Transparency is central to everything we do—from how portfolios are managed to how fees are communicated. Our clients understand what they pay and the service they can expect in return. Loyalty and trust are earned over time, and we work every day to strengthen the relationships we’ve built.
Wealth Planning
With financial success comes the need for thoughtful planning. In partnership with trusted tax and legal professionals, we offer comprehensive wealth, tax, and estate planning support as well. Our family office services group also advises on family office governance best practices and stakeholder dispute resolution. Many of Canada’s most successful families trust us to help structure, guide, and protect their long-term wealth strategy.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.