Singh Wealth Management Group of RBC Dominion Securities
Comprehensive wealth planning for professionals, families and business owners—tailored for life's complexity
Clarity, confidence, and control—for every stage of wealth
As a portfolio manager and wealth advisor at RBC Dominion Securities, I specialize in helping high-net-worth professionals and business owners achieve financial peace of mind. Through disciplined investing, and tax-efficient strategies and tailored insurance planning through my extended network of RBC specialists, my team and I provide a clear roadmap to help you grow, protect, and pass on your wealth. Ready to start? Let’s build your financial future together.
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
It all starts with understanding your life—your goals, values, and what wealth means to you
Your life, goals, and values are the foundation of your wealth strategy. We listen first, plan with purpose, and adjust as life evolves—ensuring your financial plan supports what matters most to you and your family.
What we do
We provide a full spectrum of wealth services to professionals, business owners, and their families, including discretionary portfolio management and tax-smart investing, as well as insurance strategies, and estate and legacy planning through our extended team of RBC specialists.
How we do it
We start with a deep discovery of your financial picture and goals. From there, we design a comprehensive, personalized plan using industry-leading tools and a disciplined process—continuously reviewed and refined to adapt to your life.
A+ Portfolios
With most investment programs, you are fit to the program. However with A+, the program is fit to you. Your A+ portfolio is individually crafted based on your unique needs for capital growth, investment income and asset preservation. Then, your A+ portfolio is professionally managed for you within strict parameters, freeing you to focus on your other important priorities with confidence.
Your customized A+ portfolio provides:
- The expertise of leading independent asset management firms, carefully assessed through in-depth research, and brought together in a coordinated, customized portfolio
- The latest portfolio management technology that brings together multiple asset managers into a single, unified portfolio with consolidated reporting and synchronized asset allocation
- A proven investment discipline that ensures your portfolio is set, monitored and rebalanced according to your specific investment guidelines
- A modern approach that can help you achieve your financial goals, without compromising on your personal values
Professional Money Management
A Disciplined Approach, Exceptional Service & Excellent Results
Managing risk through enhanced diversification
Diversifying your investments is the golden rule for reducing risk. Your A+ portfolio benefits from three levels of diversification through our “multi-asset, multi-style, multi-manager” approach:
- Multi-asset: First, we diversify your portfolio by asset class – between equities, fixed income and cash – to help achieve your specific long-term investment objectives while managing risk.
- Multi-style: Next, we diversify your portfolio by investment style, carefully combining portfolio managers who specialize in different investment styles, such as growth and value.
- Multi-manager: Finally, we diversify your portfolio by investment manager, mitigating the risks associated with investing with a single asset manager.
Investment selection committee
The initial evaluation concludes when an RBC investment committee considers the most promising investment managers for approval. To be approved, each candidate must pass a thorough committee review that includes a detailed discussion of facts and informed opinions derived from the aforementioned research process.
When deciding to retain or replace an investment manager, we consider:
- Changes in organizational structure
- Significant personnel changes in the relevant investment team
- Consistency of investment strategy and style
- Regulatory issues
- Compliance with mandate
- Quality of service
- Performance pattern, including level and volatility
- Performance relative to appropriate benchmarks and other managers with similar mandates
Research and information services
- RBC Wealth Management Services library of publications and articles on a wide range of tax, retirement and estate planning topics
- Access to the broadest research in Canada for domestic and global markets, including RBC Capital Markets, JP Morgan, and independent Veritas exclusive to RBC
- Exclusive client publications, including Global Insight, Perspectives and Wealth Management Review
Investment solutions available for you
The starting point for achieving your investment goals is a personalized strategy. Several important factors will be considered in the creation of your strategy – your personal investment goals, how long you have to invest and how comfortable you are with market risk. Based on this, we will recommend guidelines for making investment decisions - including security selection and asset mix criteria. Over time, your plan will evolve to keep pace with your changing needs and will be adjusted to reflect current market conditions.
- Treasury Bills
- Guaranteed Investment Certificates (GICs)
- Government and corporate bonds
- Annuities
- Income and royalty trusts
- Preferred shares and common stocks
- Separately Managed Accounts (SMAs) (available on A+ Platform)
- Mutual funds
- Segregated funds
- Investment pools
- Equity-linked notes
- Private Debt
- Private Equity
- Private REIT
Awards and Testimonials
RBC Convention Winner from BC, awarded by [L to R]: Todd Shewfelt - Regional Vice President - BFS BC, Greg Grice - Executive Vice President RBC, Kim Mason - Senior Vice President RBC, Graham MacLachlan - Regional President, RBC BC, & Joe Olivier - Regional Vice President - BFS BC.
RBC Share The Success BC Winners awarded by [L & R]: Joe Olivier - Regional Vice President - BFS BC & Todd Shewfelt - Regional Vice President - BFS BC.
RBC BC Commercial Trade Partner Services Winners awarded by [L & R]: Joe Olivier - Regional Vice President - BFS BC, Kris Depencier - Regional President, RBC Toronto, & Todd Shewfelt - Regional Vice President - BFS BC.
"I was introduced to Rup a few years ago by our Healthcare Commercial Banker at RBC. I am very happy he took this initiative to introduce us. Since our first meeting, Rup has been very engaged."
– Dr. R. Walker Family
"It has been an absolute pleasure to have Rupmeet Singh and his team as my Wealth Advisor for the past several years. He is experienced, insightful, and very well-informed."
– Dr. F. Shivji Family
"I feel understood and much more secure about my future retirement. He is consistent, enthusiastic and enjoyable to talk to. He comes highly recommended."
– Dr. Elliott Family
Wealth Planning for Healthcare Professionals
Through deep experience working with healthcare professionals just like you, our team understands the time pressures that you face. Whether you’re a medical doctor, dentist, veterinarian, optometrist, or other healthcare professional, we are committed to providing holistic financial advice and tailored solutions to help reduce your stress and maximize your wealth.
Dentists
As a dentist, your life journey is unique in its own way. You progress through dental school, graduate and start as an associate, become a practice owner, and eventually retire. Your career path leads to a unique financial journey, different from the average professional or executive. Here's how we can help you achieve your financial goals.
Medical Doctors
As a medical doctor, you have a long career journey and a late start to your earning potential. You provide services through your own private, owner operated small business or to public health agencies, hospitals, the military and other establishments such as universities, clinics or long-term care facilities. Here’s how we can help.
Veterinarians
As a veterinary practice owner, specializing in companion animals, emergency/specialty medicine, equine, bovine, swine, dairy, or mixed animal practice, your key focus is in providing excellent service and care to your patients and to run a profitable practice. Here is how our experienced team of professionals can help you achieve your financial goals.
Other Healthcare Practitioners
If you are a pharmacist, optometrist, chiropractor, physiotherapist, or a professional working in the healthcare industry, you may have an opportunity to start your own practice or work as an associate. We work with all healthcare professionals to provide comprehensive wealth planning. Here is how we can help you.
Business Owners & Executives
As a business owner, your success is driven by your ability to implement sound strategic decisions in the face of uncertainty. Similarly, the decisions that you take for your personal financial health are instrumental in protecting your wealth, income, and lifestyle. By proactively planning for retirement, the sale of your business, and ultimately the transfer of your estate, you can ensure a smooth transition into a well-funded retirement.
At RBC Wealth Management, our team pride ourselves on the systematic approach we take in evaluating your current financial situation, diagnosing potential issues, identifying gaps between your current state and desired future state, and then creating dynamic solutions to help you get there. With years of experience supporting business owners like yourself, we bring the full breadth of RBC Wealth Management.
Our services include:
Financial planning
To help you clarify your goals and timelines and outline step-by-step strategies to achieving them
Investment management
Taking into account your goals, life stage, and risk tolerance
Tax planning
Through structuring of your personal and business finances to minimize tax, and increase your income and wealth
Estate planning
To ensure that your legacy and your family is protected
Charitable giving
Through a personal foundation that donates to the causes that matter to you
Corporate cash flow management
To help you manage your business cash flow by reducing borrowing costs and taxes, and maximizing savings
Advice seminars and world class research
The global and local economy and how it impacts you and your business
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.