Sharp Wealth Management Team 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.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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.
Our Process
Michael Sharp recognizes that every investor is unique and that money plays an important role in reaching one's goals. It's about having the financial security you need to live your life the way you want. It's about enjoying your success, spending time with your family, and creating memories that last for generations.
Since money is such an important factor, it requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life - not just financial goals. In addition to helping you manage your investments and finances, the Sharp Wealth Management Team can help you plan your retirement, save for a family member's education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, we can help. This is the essence of our approach to wealth management.
Our Services
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, and you require professional assistance with the management of your wealth, Michael Sharp and his team can help.
Recognized as one of RBC Dominion Securities' leading advisors, Michael Sharp and his team provide a comprehensive range of wealth management services designed to your unique specifications. Backed by the century-old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm - you can be confident that you will get the professional advice and services you need. Whether you're looking for personal wealth management for yourself, your family, or your business, the Sharp Wealth Management Team has the expertise to help you achieve your 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.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Client Testimonials
Michael has a clear mission at RBC Dominion Securities: to continue to earn the trust his clients place in him. New clients have typically come from satisfied referrals—the hallmark of a truly trusted investment advisor. His team strives to be a central source of financial advice for the long term, which his clients value.
“I have found that some people have a simplistic view of fin. portfolio management and they might switch advisors, then after 6 mo. or a year, blame the advisor if their returns are less than stellar. M Sharp takes a long term strategic approach and works well with calm, logical clients who trust in his philosophy and approach.” - R.B.
“I have no criticism for Michael Sharp but would like to add the feedback that Michael treats me like an individual and not just a client and I appreciate this personalized approach.” - J.S.
“Mike is the kind of advisor that you would entrust your mother to. He is professional, kind, thoughtful and provides sound advice in a plain language manner. He listens and he cares. As it turns out, my mother is Mike’s client based on me introducing her to him.” - B.S.
“For over ten years, Michael and his team have managed my entire family’s investment portfolios including my parents, children, two brothers and their children. We have been extremely happy with the advice and services he offers. We trust him 100% to make the best decisions for us and would recommend his services to anyone.” - E.S.
“We have been very satisfied with the level of service provided by Michael and James.” - D.G.
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.