The Kent Group of RBC Dominion Securities
The established leader in private portfolio management in Canada
The Kent Group
Over the course of 40 years, the Kent Group has earned a reputation for integrity, excellence and success. Today, the Group manages intergenerational wealth for many of Canada's most successful families.
Investment principles that generate long-term results
We base our business on discretion and four core principles:
- Rational and disciplined long-term thinking about investments
- Establishing a comprehensive, high-quality portfolio tailored to each client
- Choosing investments that offer growth and quality
- Preserving capital by investing with a margin of safety
Investment fads and market enthusiasms come and go. At the Kent Group, our thoughtful and reasoned investment principles have produced excellent long-term results while reducing exposure to risk. Our clients and their families worked hard to earn the money entrusted to us. We are dedicated to both earning a solid return and protecting the fruits of your labor. As demonstrated by our outstanding long-term track record, we are successful at what we do.
A knowledgeable and experienced portfolio management team
The Kent Group, a highly experienced team of 18 top-tier investment professionals, is led by Jean-François Dion, Nathalie Roussin, Sholom Tabak and Alfred Zelhof. Each member of the team is dedicated to serving you and your family with portfolio management and comprehensive wealth management that is unequalled in Canada. We share the same values and embrace the same investment philosophy, working hard every day to help ensure that your prosperity continues far into the future.
When you put your trust in the Kent Group, you are working with an industry leading portfolio management team - top professionals working together to deliver a best-in-class client experience.
We deliver fully customized portfolios based on a clearly defined investment philosophy, rational and disciplined execution and a collaborative personal relationship. This is what real investment counsel is all about, and that’s what we provide at the Kent Group.
A disciplined approach to investing and wealth management
The Kent Group provides superior, individually tailored portfolio management and comprehensive wealth management services. Our exclusive focus on discerning entrepreneurs, wealthy individuals and families – including their private corporations, trusts, estates and foundations – enables us to provide truly exceptional service.
Our impeccable reputation is based on outstanding investment counsel, personalized service, and a successful track record of delivering excellent results.
Rational investment decisions
Our expertise is best suited to clients seeking a combined focus on long-term growth and capital preservation. We do not take risks chasing momentum or following the latest theories on the stock market channel. Simply put, we do not indulge in speculation in search of outsized returns. We believe in security.
The stability of RBC
The custodian for our client portfolios is the Royal Bank of Canada – one of the strongest and best-capitalized banks in the world.
Comprehensive Wealth Management
We understand that while investment management is the core of wealth management, financial and estate planning are also essential to stewarding your wealth in alignment with your life goals and values. With this in mind, we offer unparalleled comprehensive wealth management services. Our team includes the best of the best — top professionals with specialized expertise and experience with wealthy investors.
At the Kent Group we are leaders in investment management, while enjoying the unique position of offering a full range of financial planning and wealth management services at the highest level, guided by sound business judgment and years of experience.
We treat our clients as if our roles were reversed
We work with people whom we like and trust and who share our business principles. Most of our clients are successful entrepreneurs who have built up significant financial assets outside of their operating companies or who have sold their businesses, and individuals and families who have inherited substantial wealth. They’re loyal, discerning and looking to maintain a long-term business relationship.
Entrepreneurs
With a complete understanding of the unique circumstances facing entrepreneurs, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Highly affluent individuals & families
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Bruce Kent’s Legacy
Our Group’s founder, Bruce Kent, was a rare visionary and acclaimed industry leader whose humanity and thoughtfulness left an indelible impression on all who knew him. He was a gentleman, a loving husband and father, and a dedicated supporter of our community.
Throughout his more than 35 years with RBC Wealth Management, Bruce earned the trust of hundreds of clients and colleagues. He was awarded the Tony Fell Award, one of the highest achievements in our firm, for a record of 14 years. Those of us fortunate enough to have worked with him over the years learned from his wisdom, discipline and legendary work ethic.
From left to right: Bruce Kent with Warren Buffett, and Bruce’s wife Joëlle Kent.
Bruce left his mark in another significant way: by assembling a strong, multi-disciplined team that was built to last. Today, we continue to embody the same strong core values, and embrace our longstanding and winning investment philosophy.
The world is always evolving, and so are we. Yet as our business continues to grow, we are committed to upholding our culture and building upon it, preserving Bruce’s legacy.
Bruce Kent (left) congratulated by Dave McKay, President and CEO of RBC
35th Anniversary of the Kent Group
November 6, 2019
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