Shackleton Wealth Management of RBC Dominion Securities
Learn. Earn. Invest.
Helping you frame financial decisions with a focus on living a good life.
We offer comprehensive wealth management services to families across Canada, viewing financial planning and asset management as two inseparable components of a successful financial life. That is how we help our clients achieve their financial goals.
Our process begins by taking a holistic approach to personal finance. Our team constructs a blueprint for each client's financial plan, which becomes the basis of our relationship with RBC. The steps of our process culminate in a financial plan that directs our portfolio management strategy.
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
Simple > Complex
But simple doesn't mean easy or thoughtless. Our approach requires more work from us to build in effective systems, processes, guidelines and plans. Successful long-term investing and portfolio management is accomplished through a straight-forward, uncomplicated, operationally efficient investment program.
We believe in both strategic and tactical asset allocation. A strategic asset allocation utilizing broad diversification that helps reduce risk and protects against outlier events. Long-term returns are the only ones that matter.
How we work
We offer you freedom from the day-to-day details of managing wealth so you can focus on what is most important to you – career, business, family or enjoying your lifestyle.
Enjoy the confidence of knowing your Portfolio Manager possesses advanced investment credentials. Also enjoy the comfort of knowing an independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines.
Our high level of customized solutions include personalized asset allocation, customized portfolios, and direct access to your Portfolio Manager.
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.
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.
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.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.
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.
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.
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.