Stathopulos Family Wealth of RBC Dominion Securities
Helping you simplify your financial life
Helping you build financial security, one step at a time
While life often feels like a high wire act without a net, we help your finances stay grounded.
With personalized planning, intentional investment strategies and straightforward advice, for you and those you care about, we help you secure your financial future.
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
Personalized planning: We build financial plans tailored to your individual needs and goals.
Intentional investment strategies: Our long view when it comes to investing focuses on managing the risks.
Straightforward advice: We use simple, honest communication.
How we do it
Our clients are the most important part of what we do. For a combined 40 years, we've worked hard to make our clients financially successful. We look after the details, explain the complicated stuff, keep track of the deadlines, learn the facts and, always, we listen.
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.