The Finkelstein Group of RBC Dominion Securities
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Strategic Wealth Management . Intelligent Investing . Superior Client Care
The Finkelstein Group offers its clients a coordinated multi-disciplinary team with up-to-date industry knowledge to strategically help you to grow and protect your assets, reduce taxes, plan for life events (children's education, retirement, etc.) and maximize your estate.
We work with you to uncover and target your financial goals. Our team has the unique experiences and skills to not only help you identify your needs and risks but to build you a high level customized plan that coordinates the many disciplines necessary to address your needs and risks - delivering a True and Targeted Wealth Management experience.
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 Vision
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Why we do what we do?
It's simple.
We value being professional advisors who truly understand and appreciate our clients’ objectives. We thrive by guiding them successfully through the often complex and volatile financial environment.
The Finkelstein Group was created to provide the professional skills necessary to offer the commitment needed to lead our clients to their achievements.
We invest in our clients.
For the better part of two decades we have invested heavily to assemble a multi-generational team of highly experienced and well credentialed professionals who uphold the highest levels of professional skills, integrity and ethics.
Our in-house team of accountants, financial planners, bankers, insurance consultants, pension plan architects, and portfolio managers work together to meet our clients’ financial goals with multi-disciplinary guidance. Our holistic approach is designed to successfully grow, preserve and protect our clients’ wealth with relevant, customized strategies and intelligence not typically available from traditional Investment Managers.
We don’t just say it, we do it.
We have the experience to proactively guide our clients, and their families, safely and securely through the constantly changing and unpredictable world of financial management.
We understand the ingredients necessary to achieve one’s financial vision of independence and security and we enjoy delivering it.
We are our clients’ advocates.
Beyond the complexities and worries, we align ourselves with our clients. A client-advisor relationship cannot exist for the long term unless it is win-win. As such, we make it paramount that our clients always see our actions and advice as unbiased, transparent and without conflict.
We do what we do because we take great pride in being our clients trusted advisor. We enjoy guiding our clients to achieving their financial goals. We will always be committed to providing our clients’ with the leadership and skills needed to manage their wealth.
Our Clients
"We are very happy with the results you have given us and your steady hand on the tiller. Keep up the terrific work! These results exceed even our most greedy expectations."
Bob W.
"Jeff. Thank you for the summary of both the investment performance and your underlying investment strategy. I am an avid reader of your weekly update and feel well served by the investment management provided by your team."
Alan M.
"Jeff, I have been drowning in the negativity of capital market players who are afflicted by `fear, uncertainty and pessimism`, and so I decided to look at my portfolio for a reality check. Happily all I see is confidence, at least in your ability to maneuver in these unsettled times."
Susan R.
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.