Shiuman Ho Wealth Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
Our deep experience and objective advice help clients grow and protect their wealth.
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.
What We Do
While advisor-managed portfolios are our core offering, we can also help you:
Reach your short- and long-term financial goals
Prepare for the future with personalized retirement, estate and income-protection strategies
Manage the transition from saving to activating retirement income, including the complexities of taxes.
For clients with sophisticated financial needs, we collaborate with a network of specialists in estate planning, high net worth planning, tax management, private banking and other areas to provide just the right services.
What Sets Me Apart
I believe my clients feel comfortable sharing their hopes and dreams with me without hesitation because I am an empathetic listener.
I develop a deep understanding of what truly matters to them by asking the right questions.
I provide highly personalized services by addressing each client's unique needs.
It's a proactive and responsive approach that enables a genuine client focus.
How I Manage Clients' Money
I manage my clients' portfolios in the same way I manage my own family's investments. Three enduring philosophies drive my investment management:
Follow a disciplined approach
Focus on long-term growth
Aim for capital preservation and downside protection
My clients delegate their day-to-day investment decisions to me so that I can, in real-time, take advantage of opportunities, or adjust the portfolio to be more defensive.
Our Community
Supporting Cancer Research
According to the BC Cancer Foundation, one in two people in British Columbia will face cancer in their lifetime. Since its inception, the Ride to Conquer Cancer has raised over $96 million in 11 years. Since 2018 I have supported this event every year, three times as a rider. Below is an account of my ride in 2021.
Serving specialized needs
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
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.
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.
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.
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.