The Knudson Wealth Group of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Toronto, ON

The Knudson Wealth Group of RBC Dominion Securities

Industry-leading wealth solutions backed by a research-driven approach

Navigating your portfolio through stormy waters

You have your own definition of success. Perhaps that’s building a thriving career or business, pursuing personal interests, or enjoying your lifestyle while in retirement. The Knudson Wealth Group can help you ride the waves of your success, even when the tide turns.

Recognized as one of the leading portfolio managers in the Canadian investment industry, Daryl – our team’s leader – has built our practice on the foundations of trust, integrity, and accountability, all of which inform our personalized approach to your wealth.

Meet your dedicated team

Leaning on over 50 years of combined financial experience, we serve as your knowledgeable financial guides, facilitating every aspect of your financial life with research-backed insights and transparent advice.

Daryl Knudson

Senior Portfolio Manager

Matthew Nadas

Associate Portfolio Manager

Kevin Chagui

Associate Advisor

Karl Rassinger

Senior Investment Associate

Beatrice Kelemen

Senior Associate

A row of skyscrapers in downtown Toronto.

What we do

Goal-based investing paired with hands-on wealth management

At The Knudson Wealth Group, we are proud to offer one of the most comprehensive wealth services in the industry. We have extensive experience working with high-net-worth individuals and charitable foundations, which is how we know the value of having proactive measures in place to navigate market volatility.

Private Investment Management (PIM)

There are many demands on your time, but managing your investments shouldn’t be one of them. With our premium PIM service, you won’t have to worry about the day-to-day decisions and administration – we’ll do the heavy lifting for you.

Close up of an advisor and client shaking hands.

Meticulous in-house research

We don’t use mutual funds for investments. You’ll receive a truly customized portfolio based on the latest financial modelling technology and the research of RBC’s highly skilled technical experts.

Strategic risk management

With our agile approach and well-equipped team of investment experts, we are able to consistently rebalance, readjust, and reposition your portfolio when necessary.

Daryl and the team were a big help to me this year, assisting me with transferring funds to help settle an estate and providing tax and investment planning around a large asset sale. Their quick responses and service were very supportive during a stressful time. With my previous experience on the board of a financial regulator, it was important to me to find an advisor who could manage the swings in the market and deliver on performance while conducting their business with integrity. I can happily say that Daryl and the team have exceeded my expectations while providing excellent communication, whether that involves making themselves available to me or coordinating with my accountant to streamline my tax planning. Under Daryl’s guidance I have found comfort in my financial plan and knowing my investments are being well taken care of.

—Frances Kordyback

After our meeting on the financial and estate plan that Daryl’s staff put together for us, we were so thankful to have him and his team working for us. I never thought when we started out with Daryl all those years ago that my partner and I would be sitting here enjoying such a comfortable lifestyle today. This is all due to Daryl’s guidance, support, and interest in our well-being. Not only has Daryl taken care of our needs for the rest of our lives, he has afforded us the ability to help our family and others. For that, we are eternally grateful.

—James Barron

Comprehensive wealth management

Your financial needs may be complex, but your wealth planning can be simple. We coordinate all of your financial affairs on your behalf – far beyond your investments alone – to ensure that every element of your financial life is covered.

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Planning

We begin by developing a financial plan, which helps our team identify any gaps or potential opportunities that we can capitalize on for you.

Strategic risk management

With your financial plan as our base, we develop a comprehensive roadmap that takes all of your needs into consideration to help you achieve your goals.

Father and toddler sitting by a lake and looking out at the view.

Who we serve

Protecting your wealth, preserving your lifestyle

After several decades in the industry, we have found that the most common questions we receive from our clients were: “How can I maximize my after-tax savings?” and “How can I pass on my wealth efficiently for my family?”

While the answers might look different for each individual client, there is one thing they all share – the desire to have someone they trust manage their wealth. And that’s where our team comes in.

Short-haired woman wearing a suit staring out a large window with her hands crossed behind her back & two blue Muskoka chairs on a dock facing out towards the lake.

We work with:

Affluent individuals

who are seeking advice on how to transfer their wealth to future generations in the most tax-efficient way possible

Business owners

who need help managing their personal and business assets

Senior executives

who are looking to enhance the growth of their wealth

Incorporated professionals

including doctors, dentists, veterinarians, and pharmacists

Professionals

that are looking for a trusted partner with shared clients and guidance with their personal assets

Retirees

who require innovative strategies to maximize their after-tax retirement income while preserving their capital

Charitable foundations and non-profit organizations

who are looking to meet their specific investment requirements

Screenshot of an article about Daryl Knudson's involvement with the CNIB.

Making a lasting difference

Through our team’s various philanthropic associations, we remain committed to making a lasting difference in our communities.

A long-standing advocate for the Canadian National Institute for the Blind (CNIB), Daryl formerly worked as a counsellor and today he proudly serves as an Advisory Board member.

Daryl Knudson presenting a giant cheque to Leah Walker in support of the South Muskoka Hospital Foundation.

Branch donation to the South Muskoka Hospital Foundation

In September, Daryl Knudson, Senior Portfolio Manager, presented his team’s annual branch donation – this year, for $3,500 – to Leah Walker, Executive Director of the South Muskoka Hospital Foundation.

This great organization is important to our team as the South Muskoka Hospital provides exceptional care for our clients who live in and around Muskoka.