Sharp McMillan Wealth Management Group of RBC Dominion Securities
Expert advice. Exceptional service.
Wealth management that goes beyond your portfolio
At Sharp McMillan Wealth Management, we are a dedicated team of professionals committed to providing personalized attention to help your dreams come to reality. Transparency, trustworthiness and exceeding expectations guide every client interaction. We create well-thought-out financial plans that help our clients navigate their unique financial journeys. Our hands-on approach includes wealth and portfolio management, estate planning, financial planning, tax minimization and intergenerational wealth transfer.
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 create a comprehensive wealth management strategy to support you and your family’s long-term needs and objectives. This focus on overall wealth management goes well beyond your portfolio to include other critical planning areas, such as taxes, insurance, finances and your estate.
How we work
Once we understand your needs, goals and expectations, we leverage our experience and the vast resources of RBC to design customized investment strategies with a focus on risk management and wealth preservation. Our process doesn't end with implementation – we monitor your progress and ensure your plan evolves as needed.
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.
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.