The Bogle Private Wealth Group of RBC Dominion Securities Inc.

The Bogle Private Wealth Group of RBC Dominion Securities

Preserving your wealth. Inspiring your legacy. Empowering what matters most.

Focused on our clients’  financial well-being

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Committed to our  community’s flourishing

Devoted to unleashing our  company’s potential

A strong sense of purpose and dedication to holistic success—that’s why our partners recommend us.

—Michael Bogle

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Our clients

Your specialized needs, our sophisticated solutions

While our experienced and knowledgeable team is equipped to offer wise counsel to a wide range of clients, we have decades of experience delivering sophisticated solutions for the specialized needs of a few key groups. If you don’t see yourself represented below, we encourage you to contact us directly and we would be happy to discuss your unique situation.

A multigenerational family gathered around a dining table in the backyard.

Business families

Leveraging our family office experience and understanding of the intricacies of family enterprises, we deliver multifaceted wealth strategies that address the multigenerational needs of you, your family, and your business.

A woman smiling as she looks at her laptop screen.

Highly affluent individuals

We provide a high attention to detail for your high-net-worth situation, working diligently to remove the burden of your day-to-day decision making and allowing you to focus your time, energy, and attention on what matters most.

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Medical professionals

You are committed to addressing the needs of your patients—we are equally as committed to ensuring you can do so with peace of mind, confidence in your future, and security in your finances from residency to retirement and beyond.

A view of The Ship of Tolerance art installation in Oakville, designed by Ilya and Emilia Kabakov.

Our community

Creating meaningful change

As The Bogle Private Wealth Group has grown to become one of the most successful practices at RBC Dominion Securities, so has our mission to create meaningful change in the communities in which we live and work. We see it not only as our responsibility, but as our distinct privilege, to contribute our time, energy, and finances to the causes that are near and dear to our hearts and those of our clients.

Proud supporters of:

Logos of the Oakville Hospital Foundation, United Way Greater Toronto, Light House for Grieving Children & Families, and Big Brothers Big Sisters of Canada.

The Bogle Private Wealth Group team standing side by side in their office.

Our company

A fully integrated family office experience

At The Bogle Private Wealth Group, our clients benefit from a family office experience that leverages our unparalleled approach, the resources of Canada’s largest financial institution¹, and the knowledge of our industry-leading partners. Together, we pride ourselves on working towards a single unifying goal: securing your financial future through strategic stewardship of your wealth for generations to come.

^{1. Based on market capitalization as of January 31, 2024.}

Michael Bogle

Senior Investment & Wealth Advisor, Financial Planner

Stephanie Ozog

Wealth Advisor & Financial Planner

Susan Robertson

Associate

Marie Atallah

Associate

Christopher Newman

Associate

Hannah Boyd

Associate

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Wealth management

All-encompassing support, all-embracing service

Your ongoing success breeds an abundance of opportunities, and our highly integrated team is perfectly equipped to help you capitalize on them with ease and efficiency. Working in close collaboration with our partners across Canada’s largest financial institution¹, we offer truly comprehensive support and service in all aspects of your wealth, from investment management to risk management and beyond.

^{1. Based on market capitalization as of January 31, 2024.}

Once your comprehensive financial plan has been implemented, we take a rigorous, disciplined, and institutional approach to asset management that prioritizes your financial well-being.

Through thoughtful planning and innovative strategies, we work diligently to ensure your assets are protected and your wealth is stewarded to the next generation as seamlessly as possible.

You’ve taken risks to build your business and the life you’ve always wanted—we help mitigate future risks by identifying potential pitfalls and implementing strategies to preserve your wealth.

We recognize the importance of giving back, which is why we take pride in helping you integrate a charitable giving strategy that reflects your values and creates meaningful change.

Leveraging the award-winning resources of RBC Family Office Services, we provide integrated wealth management expertise in all facets of your wealth—for this generation and the next.

You’ve worked incredibly hard to build an estate that you’re proud of—we work equally as hard to protect it from potential risks through an estate plan that secures your family’s financial future.

Working alongside your accountants and other trusted professionals, we help lighten your tax burden and preserve more of your wealth by exploring potential tax strategies suited to your needs.

Working alongside your family, we provide financial literacy services, programming, and resources designed to increase confidence in the next generation and empower what matter most.

From helping improve the efficiency and effectiveness of your business to managing cash flow and securing credit, we do it all with the goal of optimizing your wealth and securing your legacy.

True wealth is more than just financial, which is why we provide exclusive access to a range of resources that support not only your wealth but your overall health and well-being.

Whether you’re preparing for retirement or just beginning your career journey, our in-house team of financial planning experts are perfectly equipped to help you plan ahead with confidence.

From cash management to credit and lending, we’ll work with you and our partners at RBC Private Banking and commercial banking to coordinate your affairs and streamline your financial life.

Our wealth management experience

Our process is fundamentally based on the families we serve and the goals they hope to achieve, and we stop at nothing to ensure each of our valued clients receives the highest level of attention and care at every stage in their financial journey.

Discovery

The foundation of our practice is long-term relationships with our clients, and we begin with an in-depth discussion about what’s important to you, your family, and your business.

A beautifully designed infinity pool overlooking a calm body of water.

Investment management

An institutional-style, individual-focused approach to asset management

As a complement to our wealth management approach, we employ the same rigor, discipline, and high standards of institutional-style investing when building our clients’ personalized portfolios. To accomplish this, we leverage the world-class resources of our industry-leading firm to deliver unparalleled value at every turn, ensuring our clients benefit from a portfolio that is convenient, customizable, comprehensive, and consolidated.

A close-up of a wealth professional holding their tablet in one hand and stylus in the other.

Your life is filled with complexities, responsibilities, and demands on your time. Leveraging one of RBC’s leading investment platforms, we offer you the convenience of delegating day-to-day decisions to The Bogle Private Wealth Group and a select team of elite money managers so you can focus on what matters most.

A 3D graph showing the ups and downs of the market.

We believe your portfolio should reflect your family’s particular concerns, aspirations, and long-term goals. To that end, we pride ourselves on diligently customizing your portfolio to align with your unique risk tolerance, time horizon, asset allocation, and more to alleviate stress and instill confidence moving forward.

A bottom-up view of buildings in the financial district with a graphic overlay of the financial markets.

In an increasingly complex financial landscape, it can feel overwhelming to account for all of the opportunities available to you, your family, and your business—but that’s where we come in. With discipline and dedication, we leave no stone left unturned and miss no opportunity to preserve your wealth for the road ahead.

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With countless important concerns calling for your attention—both personal and financial—we seek to simplify your life with a repeatable process that places your needs at the centre. This includes regular consolidated account reporting that provides an in-depth examination of your progress towards your goals.

Our investment process

Guided by decades of experience managing the investment needs of ultra-high-net-worth clients and their families, we employ a disciplined investment process based around strategic asset allocation, in-depth research, thoughtful implementation, and effective governance. The result is a truly customized framework for managing your assets and the peace of mind that comes from the support of a dedicated team.

With your risk tolerance, time horizon, and other key considerations in mind, we leverage RBC’s strategic and tactical asset allocation framework—consisting of both traditional and alternative asset classes—to build a personalized portfolio tailored to the unique needs of you, your family, and your business.