Siemens and Matties Consulting Group of RBC Dominion Securities
A Team That Feels Like Family
A Team That Feels Like Family
You're balancing multiple priorities: growing your investments, protecting what matters most, and planning for your family's future. That's a lot to navigate alone. At Siemens and Matties Consulting Group, we see wealth management differently. We know that sound investment advice is just one piece of the puzzle. True wealth management is about understanding you—your goals, your values, and your complete financial picture—and helping you build a strategy that brings it all together.
Professionals at your service
Our team brings deep experience and recognized credentials to every conversation, but what matters most is this: we're here to help you sleep better at night. We work with clients like you to transform financial uncertainty into clarity and confidence—so you can focus on what actually matters to you.
It All Starts With You
Before we talk strategy or solutions, we want to know what matters to you. Your values. Your worries. Your dreams for yourself and your family. We listen first because your financial plan should reflect your whole life—not some generic template. That's where the real work begins: building a relationship based on genuine understanding, so every decision we make together honors what's actually important to you.
What We Do
We take time to understand your complete picture: where you are today and where you want to be. Then we work backwards, designing a strategy that grows your wealth, generates the income you need, or minimizes taxes—whatever matters most to your situation right now. But investment strategy is only part of the story. Life happens across multiple fronts: protecting your family through insurance, preserving your legacy through estate planning, or securing your business for the future. That's why we bring together the right specialists when you need them—not to add complexity, but to ensure nothing falls through the cracks. We set realistic goals aligned with your comfort level and review your plan regularly. Because what works today may need to shift tomorrow. Our job is to keep you on track and help you adjust course when life changes.
How We Do It
We don't manage money in isolation. We manage it in service of your life. That's why our approach weaves together four connected phases:
We listen first. In our discovery meeting, we learn about you—not just your financial goals, but what drives them. Your values. Your timeline. Your comfort with risk. This conversation shapes everything that follows.
We create a shared roadmap. Together, we develop an Investment Policy Statement—think of it as our mutual commitment. It clarifies our guiding principles, so when markets shift or life changes, we're both working from the same playbook.
We build your strategy. Drawing on our investment strategists and research analysts, we construct a portfolio tailored to you—the right balance of stocks, bonds, and cash that reflects your complete financial picture, not just investment theory.
We stay connected. Markets change. Your life evolves. We monitor your portfolio regularly, making thoughtful adjustments when needed—not reactively chasing headlines, but intentionally keeping your investments aligned with what matters to you.
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
A 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
Staying connected matters. That's why we share weekly insights on what's happening in markets, where we see the economy heading, and practical financial guidance—from the basics to the more nuanced strategies. You'll find these updates in your inbox and here, so you can stay informed without having to search for answers.
We know life gets busy. If you've been missing our weekly emails and want to get back on track, just let us know. We'd love to keep you in the loop.