Scrocco Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
We deliver elite portfolio management through a disciplined, data-driven approach. By following market trends and selecting top-performing assets, we aim to optimize gains during strong conditions while protecting capital during periods of market distress. Our integrated risk management system navigates volatility to help you build and preserve wealth across all market environments.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our approach
Our investment process is both disciplined and straightforward, leveraging a rules-based, data-driven methodology to uncover opportunities and manage risks across global markets. This approach enables us to stay agile and proactive, effectively capitalizing on market trends. Our philosophy is firmly rooted in a strong foundation of core investment principles.
Trend following
Trends indicate the movements and decisions of key market participants, such as institutions, funds, and governments. Following trends involves investing in assets that are rising in value while steering clear of those that are declining. By aligning with the most robust trends, we strive to position your portfolio to seize the most promising opportunities while minimizing unnecessary risks.
Relative strength
Our relative strength analysis is designed to pinpoint the market's top-performing assets, those that consistently outperform their peers. Our goal is to construct your portfolio with these leaders, while avoiding underperforming assets. This strategy ensures that your investments are optimized to work as effectively as possible. It’s not just about participating in the market—it’s about focusing on the most advantageous segments of the market.
Disciplined execution
Our strategies are implemented with meticulous precision and unwavering discipline. Every decision is driven by data, ensuring alignment with market dynamics. Our systematic approach allows us to consistently adhere to our plan, optimizing gains during strong market conditions and safeguarding capital during periods of weakness.
Tactical risk management
We believe that the ultimate test of an effective investment process lies in its ability to preserve capital during periods of market distress. While markets can be unpredictable, we don’t believe in leaving outcomes to chance. By utilizing an integrated risk management system, we can navigate volatility, adjust your portfolio to safeguard your wealth, and ensure you are not exposed to unnecessary risks.
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.
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.