The Jones Private Client Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
The Jones Private Client Advisory Group Operating Principals
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Our Operating Principles
1. Do what’s right
Advice matters, the right advice for you matters more. As fiduciaries, we are legally obligated to act in your best interest and we pride ourselves in the office and away in doing just that. We strive to understand your situation and help you evaluate options and provide recommendations for the best interest of you and your family.
2. Prudent Investment
Our Investment style is considered a focused, well studied approach. We invest in companies that are the core fabrics of our society and provide growth and/or dividend income to shareholders. We aim to grow investment portfolios at above average rates, minimize taxes and preserve capital. We do not time the markets but employee a clear buy and sell discipline to manage market gyrations.
3. Plan, Communicate, Act.
Financial planning is becoming more and more complicated with new avenues of currencies, information overload and data dumps, opinions at every turn. Our team understands these complications and will provide insight with a clear plan, easily communicated and steps to act on.
4. Respect
Treat others as we would like to be treated.
5. Persevere
Money is not easy. Investment markets are hard and complicated with all the clutter and noise. We leave the emotions at home, source factual information, avoiding opinions and click bait. When times get tough, you’ll be happy to have us at your side to provide clarity and advice that sees the big picture and follows a long term trajectory.
6. Pursuit of Wisdom
Ask the right questions, study, think, verify the source. Our team continuously pursues self-education and critical thinking and we encourage our clients to do the same in both investment knowledge and other areas of life.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
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.