Somerville Wealth 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
At Somerville Wealth, we follow a rigorous six (6) step investigative process for every client. Our objective is to go beyond the obvious and the routine. We search out frequently ignored or overlooked aspects of client financial objectives, expectations, and intentions of their wealth.
Discovery
Through a system of questions and conversation we develop a deep understanding of your goals and aspirations, both personal and financial.
Develop your financial blueprint
Document your priorities, needs and goals in an Investment Policy Statement; an effective blueprint for managing your financial assets that clearly articulates your personalized investment plan.
Financial planning
We help you protect what you have worked hard to build. Every client will go through the process of creating a comprehensive financial plan to document their assets and liabilities to help best plan for the future. RBC’s proprietary software and financial planning services allow us to bring you great clarity as to your financial health now and in the future.
Bring in our experts and execute the plan
Based on our findings from the financial planning exercise, we consult the appropriate RBC experts that cover specialties such as law, taxation, insurance, etc. Their complementary expertise is available to all clients who meet or exceed established threshold, and are an integral part in helping execute your financial planning needs.
After we understand your unique goals and wishes, we construct a custom-designed portfolio. Using our experts’ input and recommendations, we are able to magnify and protect your wealth. We undertake a forensic analysis of your total financial situation.
Manage and monitor
As your needs and markets evolve, we adjust your plan accordingly. We maintain regular contact to ensure your plan, your goals and your objectives stay on course. We diligently monitor market and economic conditions to ensure your investments are best aligned for you, focusing on preserving your wealth and taking advantage of market opportunities to maximize your portfolio performance.
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.
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.