Sexsmith Private Wealth of RBC Dominion Securities
Dedicated to your successful financial future
We help you make informed and effective decisions to build lasting wealth
The Sexsmith Private Wealth team is dedicated to helping high-net-worth professionals, business owners and families navigate their financial journeys.
We provide early and ongoing access to sound financial advice to help produce meaningful and lasting wealth. Our clients rely on our expertise, comprehensive wealth strategies, and fresh perspective
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
Our goal is to help individuals and families accumulate long-term wealth through a comprehensive wealth management process. Adding structure, education, and a high level of service to the process gives our clients peace of mind as we guide them through financial decisions with a lasting strategy designed for their success.
How we work
We believe in taking a patient, well-researched approach to portfolio and wealth management while proactively addressing — and often anticipating — your needs. Service is integral to our DNA. So, we regularly review and report on how your financial plan is tracking towards your set of goals.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.
Business owners
ith 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.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
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.
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.
Why consider alternative investments
As markets have evolved, a growing universe of alternative investments have emerged that offer investors a greater array of options to achieve the returns necessary to meet financial goals across economic cycles in a risk-managed way. We help our clients to understand the unique risks and benefits of this asset class before incorporating them into an investment portfolio.
Following RBC’s strategic asset allocation guidance, we can determine which alternatives are the most suitable, while considering each client’s investment objectives and time horizon in order to select the appropriate strategies and optimize their impact in an investment portfolio
What are alternative investments?
Alternative investments cover a wide range of assets and strategies outside of a traditional stock-bond portfolio. Two main categories of alternative investments include: private market alternatives and public market alternatives.
Private market alternatives
These alternatives provide access to equity investments in non-publicly traded companies and debt investments in directly originated private loans. Investors typically require a higher return on these less liquid investments as compensation for this risk.
Private equity
Invests in non-publicly traded companies, ranging from startups to large private enterprises. Key types of private equity strategies include buyout, growth and venture capital.
Private debt
Financing that does not involve a traditional bank. Common types include lending to companies and investing in structures backed by pools of assets.
Real assets
Investments in tangible assets that are used for productive purposes, such as real estate, infrastructure and natural resources.
Public market alternatives
This category of alternatives provides differentiated exposure to traditional asset classes via fund structures that employ more complex trading strategies to a target a specific risk return profile.
Hedge funds and liquid alternatives
A pooled investment fund that holds mainly liquid (and at times illiquid) assets and makes use of complex trading and risk management techniques to seek to improve investment performance and potentially insulate returns from public market risk.
How do we use them?
With a broad range of alternative investments available, it's important for investors to understand the unique risks and benefits of this asset class before incorporating them into an investment portfolio. It's also worth understanding the various strategies available to the impact in an investment portfolio.
Following RBC's strategic asset allocation guidance, we can determine which alternatives are the most suitable, while considering each client's investment time horizon and investment objectives, to effectively include alternatives into a portfolio.
Return enhancement
Investors can often be paid to take on illiquidity as well as access less efficient parts of the market through alternatives, which may drive higher returns than traditional investments.
Portfolio diversification
Alternatives can often access asset classes that are not available through traditional markets, increasing portfolio diversification.
Current yield
Alternatives such as alternative credit and real assets have the potential to deliver higher yields with lower volatility than their publicly traded counterparts.
Volatility mitigation
Alternatives often rely less on broad market trends and more on the strength of each specific investment. This low correlation to broad markets may decrease portfolio volatility.
Inflation protection
Some alternatives, including real estate and agriculture, have inflation hedging properties stemming from an ability to benefit from increasing prices.
Tax benefits
Some structures used in alternatives strategies may offer tax benefits, including REITs and BDCs, as can certain government programs.
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
Client lounge
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.