Stefan Dahl, PFP
Investment Advisor
Strategic Wealth Management for Professionals, Business Owners, and Families Across Generations
I offer comprehensive, personalized investment and wealth planning solutions for a diverse range of clients. No matter your financial background or goals, my mission is to simplify complexity and provide clarity so you can make confident decisions about your future.
With years of experience in guiding clients through key financial milestones, I understand that no two situations are the same. Whether you're growing your business, planning for retirement, navigating a major liquidity event, or preparing to transfer wealth to the next generation, I provide objective advice and customized strategies to help you succeed.
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
My approach is built on trust, transparency, and a long-term commitment to your success.
What we do
Holistic financial planning that integrates investment management, tax efficiency, estate planning, and retirement strategies
Succession and intergenerational wealth planning to preserve family legacies and ensure smooth transitions
Customized investment portfolios tailored to your risk tolerance, goals, and time horizon
Business owner solutions, including holding company strategies, corporate investment accounts, and tax-efficient cash flow planning
Guidance for medical professionals and incorporated professionals, addressing unique needs like income splitting, asset protection, and long-term planning
Legacy and philanthropic planning, to ensure your values are reflected in how your wealth is transferred
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.
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.
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.