The Blair Smears Wealth Management Group of RBC Dominion Securities
Find Your Path. Reach Your Pinnacle.
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.
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.
Meet Our Seasoned Professionals
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.
The Pinnacle Wealth Program
The Pinnacle Wealth Program is about developing a rigorous—yet flexible—wealth building plan and executing it systematically over time.
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.
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.
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.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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.