The Klamut Wealth Management of RBC Dominion Securities
At the heart of our strategy is a dedication to our clients’ evolving financial priorities — short-term, long-term, and generational
Many define "rich" as attaining a certain net worth. Not us — we define rich as having the ability to do "what you want, when you want". If you can do this, then to us, you are rich. Our team's goal is to assist you in reaching or continually maintaining your financial assets, so you are "rich".
Our dedicated team of experts provides clients with personalized portfolio strategies that align with both their current objectives and long-term goals. We develop customized financial projections designed to offer a comprehensive view of each client’s financial landscape, helping to anticipate and plan for retirement, legacy planning, and life’s inevitable changes through ongoing updates and adjustments.
We recognize that estate planning can be complex and emotionally challenging. That’s why we prioritize building enduring, meaningful relationships with our clients and their families. Working collaboratively with an extended team of RBC specialists, we strive to ensure that every client has the tools, guidance, and strategies in place to create clarity, confidence, and peace of mind for the future.
Because transparency is paramount, we are committed to ensuring our clients have a clear and ongoing understanding of the risks associated with their portfolios, as well as any related costs. By prioritizing our clients’ individual needs and long-term objectives over risk, our team has earned the trust and confidence of those we serve — managing over $550 million in hard-earned savings on their behalf.
Here for your financial future
We take a holistic approach to portfolio management, carefully evaluating each client’s complete financial situation and family dynamics before constructing customized investment strategies tailored to their specific goals and needs.
Planning today, protecting tomorrow
Investing can be overwhelming, but it doesn’t have to be. We break down the basics of your investment options in a way that is easy to understand. No jargon, no pressure — just honest conversations about your goals, your comfort with risk, and what is right for you. Because at the end of the day, it’s your money — and you deserve to feel confident every step of the way.
What we do
We provide our clients with clear and comprehensive information on the major types of investment products, including mutual funds, exchange-traded funds (ETFs), individual stocks, money market instruments, bonds, and guaranteed investment certificates (GICs). We take the time to explain how each investment works, along with the potential benefits and risks associated with them.
As part of our process, we engage in meaningful discussions with our clients to determine whether — and to what extent — they are willing or required to assume risk in their investment portfolios in order to meet their financial goals.
Above all, our guiding principle is that ‘it’s the client’s money’. We prioritize transparency and strive to ensure that every client fully understands the nature and level of risk they may be taking from the very beginning.
How we do it
Our dedicated team of four is here to support you, five days a week. During business hours, your calls will always be answered directly — no voicemail. We prioritize accessibility and responsiveness because your time and questions matter.
At RBC Dominion Securities, we have access to a broad network of specialized professionals across various disciplines. Whether your needs involve financial planning, estate strategies, or more complex financial matters, we can seamlessly connect you with the right experts to provide clarity and peace of mind.
We see investment management as a long-term relationship, not just a transaction. Our goal is to make you feel informed, involved, and supported as an integral part of the process and our team. Ultimately, we work for you.
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
Our insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.