The Dutil Private Wealth Group of RBC Dominion Securities Global Limited
Your life goals are our life’s work
The Dutil Private Wealth Group provides superior, individually tailored portfolio management, international investment strategies and comprehensive wealth management services.
Their exclusive focus on discerning entrepreneurs, high net worth individuals and families – including their private corporations, trusts and estates – enable Jean Dutil and his team to provide truly exceptional service.
Jean's distinctive approach guarantees each client is seen as an individual, creating a relationship and wealth management plan based on their unique goals and objectives. He has built an impeccable reputation based on outstanding investment counsel, personalized service, and a successful track record of delivering excellent results.
Meet the The Dutil Private Wealth Group!
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our Investment Process
Understand | Create | Customize | Manage
Understanding your goals, concerns and preferences
It all starts with you. Before we start creating a portfolio, we need to get a clear idea of your investment requirements. We listen, we ask and we discuss not only the important factors around your investment objectives but help you articulate the goals you have for your wealth as they relate to your lifestyle, business, children, philanthropy and aspirations.
Creating a personalized investment strategy
Once we have a clear understanding of your objectives and preferences, we can design your investment strategy which clearly outlines your investment objectives, income needs, tax situation, time horizons, asset mix, security selection criteria and ongoing review process. We will determine if your portfolio requires Advisory, Discretionary or Third Party Investment Management – or perhaps a combination of these and other services.
Customizing your investment portfolio
We will implement your investment strategy though a custom-designed investment portfolio. We bring fresh thinking and independent in-depth analysis to our recommendations, customizing a portfolio designed to maximize returns while taking into account your wealth transfer and philanthropic objectives, tax situation, entity structures and other circumstances.
Managing your portfolio to meet your ongoing objectives
Regular disciplined cross-checks ensure we are meeting goals and staying true to your interests, preferences and evolving needs. We will review your portfolio on a pre-determined basis, and adjust your strategy as necessary to keep your portfolio aligned to your objectives and ever changing market conditions.
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.