Son Kee Private 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.
Ryan and his team focus on providing investment advice to individuals, families and businesses who value full-service, competent, specialized advice. We help a broad range of unique individuals and specialize in working with senior executives, business owners, actuaries and professionals in tech, media, medicine and law, who demand a structured, repeatable process to achieve their goals.
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
Introduction – Ryan and his team will introduce you to RBC Dominion Securities and a full suite of wealth management services, not just during the first meeting, but on an on-going basis as your needs evolve and new services become available.
Discovery – The second step involves gaining a deeper understanding of your individual needs, goals and circumstances to help clarify your financial objectives. Ryan will also look at factors such as your return objectives, income needs, time horizon and risk tolerance.
Solutions – With a thorough understanding of your financial circumstances, personal goals and profile, Ryan will work with you to develop thoughtful and creative solutions tailored to your objectives. An Investment Policy Statement is created to document your financial objectives and the guiding principles for how your investments will be managed.
The core principles of our investment philosophy:
- Protect capital over the long-term by investing with a margin of safety
- Rational and disciplined long-term thinking about investments
- Establish a high-quality, concentrated portfolio tailored to each client’s unique goals
- Invest in quality companies in global themes that are changing the world
Our thoughtful and reasoned investment principles have produced excellent results over the long-run, while reducing exposure to risk. Our clients and their families worked hard to earn the money entrusted to us, so we work hard to earn a solid return and protect the fruits of their labour.
Brilliant Service – Ryan will regularly review your situation to ensure that your financial objectives are being met in light of your changing needs.
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.
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.