Family first
All families are dynamic, but no two families are the same. To build, manage, and protect the wealth of the families we serve, we develop, uphold, and cherish genuine relationships with them. That’s how we uncover and support their ultimate aspirations – and those of the generations that follow.
The Arnautovitch Group of RBC Dominion Securities has the expertise and experience to help you and your family achieve your financial goals. I’ve had the benefit of working personally with Marc Arnautovitch and his team, and can attest to their exceptional client service and disciplined approach to investment management and full-service wealth planning.
—David Agnew, CEO, RBC Wealth Management Canada
Your team
Who we are
Like all families, ours relies on mutual respect and close collaboration to thrive. We co-create and mutually uphold a positive working environment that leads to very low employee turnover. United in our mutual focus on our clients, we combine our strengths and shared decades of industry expertise to embrace your every need, curiosity, and opportunity, asking how we can offer support.
Marc Arnautovitch
Silvia Marinelli
Matthew Kennerknecht
Erika L. Ouimet
Who we partner with
Whether your wealth comes from entrepreneurship, a career in medicine or law, or another source, supporting your every objective and opportunity requires specialized in-depth expertise. That’s why we draw upon our RBC partners in key segments of wealth.
Richard Cléroux, Pl. Fin.
Joseph Di Niro
Karen Loupelle
Ana Gocevska
My team and I do what we do because we genuinely like people and we really care.
—Marc Arnautovitch
Your wealth
Helping you harness the magic of generations
Wealth means different things to different people. In our view, at its best, wealth serves, enhances, and strengthens your family – opening up more and more possibilities with every generation. We take an in-depth approach to uncover and serve your every wealth need, now and into the future.
What we offer
Financial planning
Providing a comprehensive roadmap to your ambitions that takes all aspects of your financial picture into consideration.
Estate and trust strategies
Making your assets work for you so you can leave a lasting legacy for the next generation.
Insurance strategies
Putting wealth-preservation strategies in place so you can make your money last.
Retirement planning
Ensuring you have sufficient cash flow and income in your retirement years to support the lifestyle of your choice.
Family foundation and charitable gift giving
Helping you make an impact in the community in a tax-efficient manner.
Education saving planning
Putting a plan in place to ensure you are able to finance the education of your children or grandchildren.
Tax considerations
Keeping tax efficiency top of mind in every recommendation we make and every decision we make on your behalf.
Your investments
Making your plan and the markets work for you
The markets are full of noise. Taking a regimented approach, we cut through that noise for the families we serve, placing your money in the investments best suited for you, keeping four golden rules in mind.
Keep it simple
If we can’t explain the value of a particular investment to our clients quickly and concisely, we don’t make it on their behalves. Our recommendations are clear cut, always based on thorough analytical research.
Take a concentrated focus
By focusing on high quality companies with fortress-like balance sheets and proven track records, we enable clients to take advantage of the markets without diluting potential returns.
Cater to your goals and needs
We thoughtfully develop your portfolio in accordance with the risk-return balance that serves your family’s particular circumstances, without ever jeopardizing your capital.
Track and adjust
Life is not static. That’s why we hold regular check-ins to confirm that we are on target to achieve your goals, reviewing the plan we set out for you, adjusting as needed.
Your community
How we give back
Doing our part in the community is important to us, our families, and our clients. Here are some of the organizations we have worked on making an impact upon over the years, be it through sitting on boards, making donations, or participating in fundraisers.
I’m passionate about giving back however I can, especially to children in need – be it warm clothes or toys around the winter holidays.
—Marc Arnautovitch
West Island Assistance Fund
Shriners Children’s Montreal
Regroupement partage
Marie Enfant rehabilitation centre CHU Sainte-Justine
Montreal Children’s Hospital
CLSC Lac-Saint-Louis and Pierrefonds Foundation
Cedars Cancer Foundation
Farha Foundation
Your update
Arnau Weekly
Your peace of mind is our top priority. Clients of The Arnautovitch Group get exclusive access to Arnau Weekly, a market update from our team, always written with your portfolio in mind.
”I really like the Weekly Commentary email. It seems only natural that my advisor would keep me informed of his thoughts on the market.”
—Robert Denis, client since 2016
How can we support your family’s aspirations, and the generations to come?
Email:marc.arnautovitch@rbc.com
Phone:514-630-5209