Spurr & Clarke Wealth Partners of RBC Dominion Securities
Your life goals are our life’s work
Disciplined – Patient – Professional
Spurr & Clarke Wealth Partners of RBC Dominion Securities Private Investment Management is a group of financial professionals serving the Kingston Seaway Area. We offer personalized advisory and discretionary wealth management to an exclusive group of successful families. Private Investment Management is ideally suited to those who have accumulated a significant level of wealth, but lack the time, desire or expertise to devote daily attention to their investments.
With our extensive experience in this area, we recognize that higher net worth clients have more complex financial needs. Our team of experienced specialist's work together with your other advisors to provide comprehensive wealth management integrating tax, estate, and succession planning as well as charitable giving.
Traditional investment companies are personal but limited in scope and service. Major investment firms see you as one client among many. At Spurr & Clarke Wealth Partners of RBC Dominion Securities, you are part of an intimate circle and a vast network at the same time.
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
RBC Wealth Management Services: Our approach
Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.
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
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.
Community Corner
All members of the Spurr & Clarke Wealth Partners team make giving back to various parts and people in need within our community a priority; whether it be as a team or individually, we provide our support by contributing our time and/or making monetary donations.
Annual Holiday Donation
Each holiday season, our team chooses a different charity to make a monetary to on behalf of our clients, in lieu of gifts. Some of the various organizations we have supported are:
- Sandy Pines Wildlife Centre
- The Food Sharing Project
- Youth Diversion
- The Robb Nash Project
- Partners in Mission Foodbank
- Loving Spoonful
- Kingston Interval House
- The Canadian Cancer Society
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.
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
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
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