Stinson Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
It’s a matter of being scrupulously prepared for client meetings and inquiries – and also a matter of investment philosophy.
It is a style that has always driven Michael's personal and professional lives. His friends and clients recognize him as someone who deeply wants to make an impact – and won’t wait for someone else to do it. He is the one who will organize a charity event to memorialize a friend, or getting involved at the local community as a board member for the local BIA . For his clients, he loves nothing more than hosting a movie night for them and their families at a local theatre, booking a fascinating speaking event or hiring a great live band for an appreciation party.
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.
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.
Testimonials
"Michael Stinson and his team at Stinson Wealth Management have been actively managing my financial portfolio for over twenty-five years."
“We have worked with Michael and his team for several years and can't offer enough praise for their highly professional and personal services."
Community Involvement
Community Involvement
"Together, we are making a tangible impact on our planet, one tree at a time."
"They provide nutritious food to thousands of individuals each week, advocate for systemic change, and support long-term solutions to food insecurity."
"Michael and his Cycling Club “Velocity” participated for the 5th year in the Jack Ride 2022"
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.