Spicer & Beiersdorfer Private Wealth of RBC Dominion Securities
Making your future success our business
Our vision is simple: To make our client's lives easier
Since 1987, we have delivered sound performance, a disciplined investment philosophy, a measured approach to wealth management, and second-to-none client service.
We offer tailored advice for every life stage and market condition, encompassing income planning, tax optimization, corporate wealth creation, and estate planning strategies to help clients achieve their financial goals.
You can rely on us to help manage emotions and control for bias in an ever-changing financial environment. Fostering long-term relationships with our clients allows us to see our strategies and recommendations come to fruition.
We're here to lean on through complex situations, supported by a robust network of industry professionals to ensure you're in good hands.
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
Wealth management is more complex than "buying low and selling high." It's the complete picture of your financial and personal situation, considering your comfort level with risk, industries you favour, portfolio management tactics, solutions that generate returns, and confidence in your financial future.
How we work
As our client, you have access to an elite level of portfolio management, investment management, and wealth management services customized to help you build, protect, and transfer your wealth. These include discretionary investment management through Private Investment Management (PIM), the RBC Dominion Securities A+ Program, direct access to fixed income and money markets, Will and estate consulting, and insurance solutions.
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.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
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.