Simbul-Lezon Wealth Management Group 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.
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.
We care about our clients
Many of our clients have trusted us for over 30 years and it is imperative to us that they, as well as their family and friends, are well taken care of.
We work with families across multiple generations as well as their friends, colleagues, and business partners. We are grateful for the trust of our clients and we work hard everyday to continually earn that trust.
Hear what they have to say
"Personal, Professional, and Prosperous.
Marita and the Simbul-Lezon Team embody this philosophy and have provided our family with exceptional service for the past 20+ years. Their skill, style, service, and ability to navigate the sophisticated and complex world markets are second to none.
You work hard for your money. The Simbul-Lezon team works even harder to preserve and enhance your capital and enrich your family life. We have referred many family members and friends to Marita simply because there is no greater compliment." - Jim M.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.