Siemens and Matties Consulting Group of RBC Dominion Securities
A Team That Feels Like Family
A Team That Feels Like Family
When looking for wealth planning, investment management and estate advice it is easy to become overwhelmed. At Siemens and Matties Consulting Group we believe that investment advice is just a fraction of what true wealth management should be.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
June 2021 : A conversation with Barrantagh Investment Management
Listen in on our conversation with the team from Barrantagh Investment Management as we discuss the highlights and challenges of adding value to your Canadian equity holdings through high quality small cap exposure.
January 2021 : A conversation with Walter Scott and Partners on International and Global Equities
We hosted an interesting discussion with Walter Scott and Partners, of one of the top global and international equity managers worldwide. We invite you to listen in as Murdo and Tim discuss the unique process the Walter Scott team utilizes when managing stocks, ending with Murdo fielding a range of questions from our team and clients.
November 2020 : Where do we go from here?
Listen in on a discussion we had with Jim Allworth, one of Canada's most respected economic strategists, as he outlines our current economic outlook in Canada and around the globe. In this hour long conversation Jim covers a range of important topics such as the economic effects of COVID-19, the outlook following the U.S. presidential election, interest rates and more.
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
Communication is a vital part of caring for the needs of our clients. In addition to the weekly emails we send out content will continue to published here outlining current events, economic outlooks, and basic and advanced financial housekeeping.
If you are not receiving our weekly email but would like to be added to our list please reach out and let us know!