The Konar Wealth Management 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.
In a world of robo-advisors, artificial intelligence and day trading, it's easy to understand how investors could think that investing is simply a matter of filling in a questionnaire and turning your hard-earned savings over to an algorithm. The team at The Konar Wealth Management Group of RBC Dominion Securities Inc., with over 50 years of combined experience know that a personalized investment plan is neither "easy" or "simple". A properly crafted investment plan involves a real understanding of your needs and goals, then matching that with a customized portfolio designed with you and your family’s specific situation in mind.
However, the real advantage we provide to clients is the knowledge that this investment plan is only one step in a true wealth management plan. Real wealth management encompasses not only your individual investment plan, but also includes tax planning, insurance planning, business planning as well as a comprehensive estate plan. With the resources available through Canada's largest full-service investment firm Kevin, Brian & Michelle are able to provide clients with the full suite of wealth management solutions and specialists.
Call or email us today to see how The Konar Wealth Management Group can help you grow and protect the wealth you have worked so hard to accumulate and ensure that your legacy is there for future generations.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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.