Stepien Golkar Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
Stepien Golkar Wealth Management
With more than 75 years of combined experience, the Stepien Golkar Wealth Management Team is focused on helping you achieve your long-term investment objectives by delivering a disciplined investment strategy and the highest level of client service.
Affiliated with Canada's largest investment firm, RBC Dominion Securities, and supported by a qualified team structure, we provide wealth management services to families, professionals, business owners, corporations, foundations, and retired individuals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Investment Management
With over 75 years of Investment Management Experience, we offer a complete range of investments to meet your individual needs and preferences. As your investment advisors - Ashkan and Chris will recommend a prudent and disciplined long-term approach to investing with the most appropriate asset allocation for your portfolio.
What we do
We’ll establish a comprehensive, high quality portfolio with the investments that are right for you based on your unique situation, tax position and capital preservation.
We provide solutions to help you build, maximize and protect your wealth. We offer comprehensive, portfolio-based investment solutions and services no matter where you are in the investment life cycle.
How we do it
Following our disciplined, four-step Portfolio Approach — and with the backing of top-ranked investment strategy and research — we will help you build, manage and preserve your assets, while remaining flexible enough to respond to your changing circumstances. Throughout the process, we will work with you based on your preferred relationship style, allowing you to define how much involvement you wish to have in managing the day-to-day aspects of your portfolio.
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.