Sterling Land Wealth Advisory Group of RBC Dominion Securities
Surrounding our clients with excellence in wealth management
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
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.
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.
Giving Back
At the Sterling Land Wealth Advisory Group we believe it is important to give back to our community. However you may choose to support your favourite charities, whether through regular donations, by setting up a private trust or giving back as part of your legacy, contact us. We can help you ensure that giving back to your community is possible at any stage of your life. The Sterling Land Wealth Advisory Group actively supports many charities, not-for-profit organizations and community partners.
The following is a shortlist of charities and events we have supported so far this year:
- SAFE Society
- CMHA Shuswap/Revelstoke
- Shuswap Children's Association
- Salmon Arm Arts Centre
- Salmon Arm Chamber of Commerce
- Revelstoke Chamber of Commerce
- Kamloops Symphony
- Caravan Farm Theatre
- SPCA Shuswap
- Shuswap Hospital Foundation
- R.J. Haney Heritage Village & Museum
- Voice of the Shuswap Community Radio
- Shuswap Theatre
- Salvation Army & Second Harvest Food Banks
- U Grow Girl
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.