Sinclair Wealth Management of RBC Dominion Securities
Experience. Better Wealth Management. Relationships
We serve high value wealth holders and aim to become their Most Trusted Advisor.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. We help high value wealth holders achieve peace of mind using professional wealth management services, which allows them to focus on what's important in their lives.
A team approach to professional wealth management
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 help high value wealth holders achieve peace of mind using professional wealth management services, which allows them to focus on what's important in their lives.
We work with clients in all phases of their lives:
Accumulation – Entering the workforce, starting a family [the “go-go” years]
Preservation – Primary earning years, preparation for retirement [the “slow-go” years]
Income and Distribution – Retirement, planning for intergenerational wealth transfers [the “no-go” years]
We work with the full spectrum of clients – from those who are deeply involved in decision-making to those who prefer a hands-off approach.
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.
What makes us unique?
We use a Wealth Optimization SystemTM to clarify your vision and goals.
Private Investment Management (PIM) discretionary account management.
Institutional portfolio management strategy models.
A full range of wealth management services – Financial Planning, Estate Planning, Insurance and Will & Estate Consulting.
Partnerships with RBC bank partners at Royal Trust, Private Banking, Commercial Banking and Group Advantage.
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.
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.
SWM in the Community
NHL Heritage Classic and Regina Pats Prairie Classic - October 2019
Dave pictured with Regina Exhibtion Association Limited Board Members at the 2019 NHL Heritage Classic and WHL Prairie Classic at Mosaic Stadium in Regina.
2nd Annual McMorris Foundation Celebrity Slow Pitch Tournament - August 2019
Members from RBC Dominion Securities attended the 2nd Annual McMorris Foundation Celebrity Slow Pitch Tournament. The tournament has raised over $250,000 and has created athletic opportunities for more than 2,500 Canadian youth through their partnership with Canadian Tire Jumpstart.
Dave takes a picture with professional snowboarder Danny Davis, and Canadian Olympic Gold Medalist Women's Hockey Player Natalie Spooner.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.