The Colbert Group
of RBC Dominion Securities
Managing more than money

People over profit

At The Colbert Group, we focus on the people we serve and the longevity of our relationships—not their short-term profitability. We accomplish this by leveraging decades’ worth of experience and the unmatched resources of one of the world’s largest banks1 to partner effectively, advise prudently, and simplify the complexity of your financial life. The result is a process-oriented, principles-driven team fully dedicated to your success, now and into the future.

1. By market capitalization. As at December 4, 2023 - S&P Global, FactSet.

100-plus.

years of combined experience

$1.5 billion plus.

assets under administration

100 percent.

dedicated to our clients’ success

The money we manage is not our money, it’s our clients’ past and their future.

—Eduardo Repetto, PhD in Aeronautics

A group shot of The Colbert Group.

Our team

Multifaceted experience, multigenerational support

With over a century’s worth of combined industry experience, our team has come to recognize the importance of building a variously skilled, highly collaborative team that is fully committed to supporting you and your family’s success. That commitment is strengthened by uniting our individual skills with those of our partners across RBC, ensuring you and your family have access to the highest level of service at every stage in your financial journey.

Denis Colbert headshot.
Denis Colbert
Senior Portfolio Manager
Alain Colbert headshot.
Alain Colbert
Senior Portfolio Manager
Louis-David Gouin headshot.
Louis-David Gouin
Portfolio Manager
David Asselin headshot.
David Asselin
Portfolio Manager
Didier Perrot headshot.
Didier Perrot
Associate Investment Advisor
Maxim Bisson headshot.
Maxim Bisson
Associate Wealth & Investment Advisor
Lyne Paquin headshot.
Lyne Paquin
Client Experience Associate
Nancy Dion headshot.
Nancy Dion
Associate Investment Advisor
Julie Vallerand headshot.
Julie Vallerand
Administrative Assistant
Rosalie Beauchesne headshot.
Rosalie Beauchesne
Administrative Assistant
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Schedule a meeting with us

Learn more about how we can simplify the complexity of your financial life.

I am not the smartest fellow in the world, but I can sure pick smart colleagues.

—Franklin D. Roosevelt

OUR PARTNERS

Industry-leading advice, world-class solutions

As part of RBC Dominion Securities, one of Canada’s leading full-service investment and wealth management firms, our team is proud to have access to industry-leading advice and world-class solutions for all facets of your wealth. Depending on the short- and long-term needs of you, your family, and your business, we’ll connect you with the appropriate partners, tools, and resources to address your unique and ever-evolving financial situation. Some of our key partnerships across the bank include:

Personal banking

From opening accounts and managing your finances to getting tailored guidance, our personal banking team offers trustworthy access to a range of banking services, products, and advice.

Private banking

Our award-winning partners offer exclusive access to specialized banking, cash management, cross-border, and credit solutions to address the sophisticated needs of you and your family.

Commercial banking

From cash management solutions to credit and lending, our industry-specialized commercial banking team are equipped to provide proactive business advice in support of your unique goals.

Agricultural banking

Whether you’re starting, growing, or selling your farm, our highly knowledgeable agricultural experts offer a range of unique strategies and solutions to support you and your family along the way.

Headshot of Janie Provencher-Blais
Janie Provencher-Blais
Vice President, Estate Planning Services, RBC Wealth Management Financial Services
Headshot of Mathieu Audy
Mathieu Audy
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Headshot of Joseph Di Niro
Joseph Di Niro
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Headshot of Stéphane Côté
Stéphane Côté
Financial Security Advisor, RBC Wealth Management Financial Services Inc.
Headshot of Tiziana Cirigliano
Tiziana Cirigliano
Senior Will and Estate Advisor, RBC Royal Trust

When you start a fund company you are very worried about what you don’t know. 
Who better to look over your shoulder than the leading researchers in the world?

—David Booth, world-renowned investor

Two farmers reviewing the progress they've made in the field.

WEALTH MANAGEMENT

All-inclusive strategies, all-encompassing support

In addition to our investment management approach, we offer holistic wealth management strategies and support to proactively address all aspects of your wealth. Fully centred on your unique needs and long-term goals, our areas of expertise include but are not limited to:

Financial planning

We work closely with you and your family to create a fully personalized financial and retirement plan that helps you accomplish your goals, preserve your wealth, and capitalize on opportunities.

Insurance planning

Worry less, enjoy more with tailored insurance strategies that are designed to complement your financial plan and provide true peace of mind to you, your family, and your business.

Tax planning

Taxes are inevitable, but by exploring a range of tax strategies suited to your individual situation, we can help mitigate their impact, preserve your wealth, and ensure you can reach your goals.

Business owner planning

You’ve worked hard to build a successful business—we work equally as hard to design a plan that protects it, lightens your tax burden, and ensures you can enjoy the fruits of your labour.

Will & estate planning

Protect your family and your assets with a customized Will and estate plan designed to ease the transition of wealth to the next generation and secure your legacy for generations to come.

Private banking

Get access to preferred client care and exclusive privileges with your own private banker, helping to simplify the complexities of your banking needs and ensure alignment with your overall plan.  

Charitable giving

You have causes and charities that matter to you—what matters to us is helping you make a meaningful difference through a structured, tax-efficient plan that supports your philanthropic passions.

Financial literacy

Whether you’re taking on additional responsibility or seeking to instill confidence in your kids’ financial decision-making skills, we offer a range of resources and advice to support your journey.  

By failing to prepare you are preparing to fail.

—Benjamin Franklin

A serene scene of a bench on a boardwalk overlooking La Mauricie National Park.

INVESTMENT MANAGEMENT

Process-oriented, people-focused

As part of our holistic wealth management services, we leverage Private Investment Management—RBC’s leading investment platform—in conjunction with the world-class knowledge of the Portfolio Advisory Group to help our clients and their families achieve sustainable, long-term growth.

Our investment management process

Worldwide research, local decision-making

Portfolio Advisory Group

We rely on the knowledge and expertise of the Portfolio Advisory Group—an industry-leading team of senior economists, portfolio strategists, and research analysts who offer integrated analysis of companies, sectors, financial markets, and economies—to optimize our portfolios and help clients achieve their objectives.

Economics & strategy

As another layer of protection, we leverage the resources of RBC’s Global Asset Management (GAM) Economics and Strategy team—a group who identifies, interprets, and forecasts key market themes and risks—in order to help enhance our investment decision-making and asset allocation recommendations.

Global research

Before implementing our portfolio recommendations or making changes on your behalf, we consult the research of RBC’s award-winning team of over 250 professionals worldwide who focus on equities and Canadian credit research, ensuring we have a deep understanding of market trends and opportunities.

Regular reviews

As a final test to ensure that your portfolio is well-positioned to sustain your lifestyle, protect your wealth, and grow alongside you, your family, and your business, our in-house investment professionals provide regular reviews that assess whether your portfolio is in alignment with your unique needs and goals.

Investing is not about being a hero. It’s about managing risk and delivering good long-term performance to have happy clients.

—Eduardo Repetto, PhD in Aeronautics

Two individuals standing on a dock overlooking a calm lake at golden hour.

FINANCIAL LIBRARY

Account access

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Sign in to WM Online

Access your account(s) on the go.

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Download the RBC Mobile app

Safe and secure mobile banking.

Financial literacy guides

A close-up shot of an individual reviewing their tax documents with a calculator.

Tax reporting guide

Important dates and information for your annual tax return.

Cover of the family wealth guide with a multigenerational family.

Family wealth guide

Ten strategies to build and protect your family’s wealth.

Cover of the financial literacy guide with a young man on his laptop.

Financial literacy guide

A generational approach to building sound financial skills.

Cover of the business owner's guide with two professionals at a board room table.

Business owner’s guide

Ten key decisions every business owner should consider.

Cover of the estate planning guide with a family using binoculars as they overlook a body of water.

Estate planning guide

Plan for tomorrow, today to retain more of your assets.

Cover of the DS statement guide with a lighthouse.

DS statement guide

Learn how to read your statement of account and activity page(s).

Guaranteed Investment Certificates (GICs)

Insights

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An aerial view of a green boreal forest and river in Quebec.

A collaborative team with a common goal: your success

Discover how everything we do revolves around your long-term financial flourishing.

The Colbert Group of RBC Dominion Securities








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