The Fahey Private Wealth Group of RBC Dominion Securities
Experience. Integrity. Wealth Preservation.
You have dreams. We have the expertise to help you make them a reality.
Located in Oakville, our team works with a select clientele of highly accomplished executives, entrepreneurs, small business owners and others who have succeeded in the most competitive business environments. In earning their trust, we have grown into one of the most successful wealth management practices in Oakville with over half a billion in client assets under management and over 25 years of investment experience. Your family has unique values, goals and family dynamics. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals.
Professionals at your service
In working with us, you have the distinct advantage of delegating your important day-to-day investment decisions to a team of trusted professionals.
We bring tremendous experience to each client relationship, along with the enthusiasm and dedication required to foster a strong, long-term relationship built on trust. Expert wealth management, commitment and client service excellence are the principles of their practice.
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 tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in 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.