The Blair Smears Wealth Management Group of RBC Dominion Securities
Find Your Path. Reach Your Pinnacle.
Find Your Path. Reach Your Pinnacle.
In 1998 I was a professional ski guide in Les Trois Vallées in the French Alps, a mountain area five times the size of Whistler | Blackcomb. I experienced a very challenging yet rewarding experience that helped shape how I approach life with all it’s risks and rewards. While skiing solo high above the tree line on what seemed a perfect sunny afternoon on my day off, I was suddenly and unexpectedly caught in an extreme winter storm, complete with a total whiteout. While even the most seasoned skier can find such conditions extremely alarming, after getting my bearings I began a cautious and painstaking descent. As I descended, I encountered a succession of stranded ski parties-disoriented by the conditions and fearful of the terrain-who I managed to reassure and slowly lead out of trouble. While our situation remained precarious for some time, I knew exactly what to do: remain calm, consider our options thoughtfully, act with exceptional caution, and stay united as a group. The fact that I managed to guide what ended up being about two-dozen people back to safety was a pivotal, life-changing moment in my life. I learned a lot of lessons that day. Lessons that I apply in my life and my work as a wealth advisor.
Blair Smears, Wealth Advisor & Portfolio Manager
Wealth management is not what we do. Wealth management is who we are.
We are a group of seasoned wealth management professionals, in business since 1995. Operating within RBC Dominion Securities Inc., we offer our clients three advantages:
An investment and wealth building experience based on direct contact with an accessible, empathetic, and motivated team.
Access to the wide and powerful range of specialized expertise available through Canada’s leading wealth manager.
A robust system of wealth management based on shared objectives, aligned interests and mutual trust—The Pinnacle Wealth Program.
Meet Our Seasoned Professionals
We are a group of seasoned wealth management professionals, in business since 1995. Operating within RBC Dominion Securities Inc., we offer our clients three advantages:
- An investment and wealth building experience based on direct contact with an accessible, empathetic, and motivated team.
- Access to the wide and powerful range of specialized expertise available through Canada’s leading wealth manager.
- A robust system of wealth management based on shared objectives, aligned interests and mutual trust—The Pinnacle Wealth Program.
While we generally advise high net worth clients, investable asset size is just one of the issues we consider before entering into a new relationship.
A conversation will determine if we can build a durable new client partnership offering long–term wealth building opportunity and the potential for significant asset growth.
Meet Our Seasoned Professionals
The Pinnacle Wealth Program
The Pinnacle Wealth Program is about developing a rigorous—yet flexible—wealth building plan and executing it systematically over time.
We are a meticulously assembled team whose complementary competencies enable us to provide you—and all our clients—with a balanced combination of rigorous portfolio management, robust total wealth planning, supported by a healthy attitude towards risk.
Whether you are an individual or part of a family, an executive, a business owner or a young professional—many of our clients work in information technology—we work with you to map an objectives–driven strategy to get you where you want to go.
It doesn’t matter what stage of life you’re in. The fundamentals don’t change. Assess needs exhaustively. Analyze opportunities thoroughly. Define goals comprehensively. Implement plans precisely. Respond calmly to setbacks. Review progress regularly.
So when we offer to guide you along the pathway to prosperity, we mean precisely that.
The Pinnacle Wealth Program works because it recognizes that the relationship between a professional guide and a client is based on shared objectives and mutual trust.
Getting to the pinnacle—which is financial freedom—is a joint achievement. Finding a wealth advisor who wants it as passionately as you do is a crucial step in that journey.
Wealth management is not what we do. Wealth management is who we are.
Our Clients & Services
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.
Total Wealth Management
Our clients include high net worth individuals and families, executives, professionals and business owners. Our services encompass, but are not limited to:
- Investment & Portfolio Management
- High Net Worth Wealth Management
- Financial Planning
- Retirement Planning
- Will & Estate Planning
- Tax Minimization Strategies
- Insurance Based Solutions
- Charitable Gift Programs
We combine a balanced combination of these individual services into a seamless long-term wealth building experience for every client we advise.
We call this Total Wealth Management.
Private Investment Management
Increasing numbers of our clients are taking advantage of this unique discretionary account. Please speak to Blair Smears about it.
See What Our Clients Are Saying About Us
We have found Blair to be honest, knowledgeable and expert in his profession. Over the past seven years my husband and I have enjoyed the fruits of our capital working for us all because of Blair Smears’ expertise. Blair’s profound enthusiasm, good judgment and communication skills are three of his fine assets. We know our money is in safe hands.
Rose & David D., Post-Retirees
As Mom’s power of attorney, it was necessary for me to learn about and manage her financial affairs. Blair was the ideal expert to help me begin the process of looking after the monetary concerns and needs of an aging parent. He has been a mentor on many levels. Blair is an excellent choice for anyone looking for a financial advisor.
Lori & Rick M. & Ida B., Estate Transition
Blair has become not just an advisor but also a friend and I trust his judgment and advice. Blair calls me regularly about changes he would like to suggest to improve my portfolio and explains his reasons for the suggestions. My portfolio has exceeded my expectations over the years and continues to grow.
Lisa T., C.A.
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.