Shannon Family Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
A Fresh Approach or Second Opinion
Will you have enough money for retirement? How can you be more tax-efficient? Is your wealth protected to cater to loved ones when you’re gone? These are a few of the kinds of questions we help our clients answer. If you desire peace of mind while building wealth for your lifestyle and legacy, we’re happy to help you.
You might be looking for a fresh approach to living your financial dream or a second opinion to bolster your financial plans.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Live Your Lifestyle, Leave a Legacy
Our tailored wealth management strategies and services help our clients preserve, manage, and transfer their wealth.
What we do
Shannon Family Wealth Management Group is a Calgary-based investment and wealth management business serving high-net-worth clients across Canada. Our clients range from those building their wealth to those with established wealth, and we work with them to transfer wealth to the next generation. Our ethos of service is centred on trust, transparency, and integrity. With a cumulative experience of over 70 years in the financial services industry, we have attained a refined approach to dealing with the changing financial markets and handling the dynamics of life changes for our clients. We stay true to independent, objective, and unbiased investing, which has given our clients the peace of mind they deserve.
How we do it
We aim to help our clients build wealth for their desired lifestyle and leave a legacy thereafter. We help create and grow your wealth and provide strategies to help you preserve and protect your wealth for generations. We focus on quality income-producing assets to create a balanced household portfolio that lowers volatility in changing market environments. Change is constant – so we walk with you every step of the way, knowing that your actions today lay the foundation for a legacy that lasts.
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.