The Luxton Wealth Management Group of RBC Dominion Securities
There's More to Wealth than Money
You have dreams. We have the expertise to help you make them a reality.
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. Whether you're looking for personal wealth management for yourself, your family or your business, The Luxton Wealth Management Group has the expertise to help you achieve your goals.
Find out more about how our innovative investment, financial, tax, insurance, and Wills & Estate planning can help you enjoy your success today as you build and preserve your wealth.
The Luxton Wealth Management Group
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. Whether you're looking for personal wealth management for yourself, your family or your business, The Luxton Wealth Management Group has the expertise to help you achieve your goals.
Find out more about how our innovative investment, financial, tax, insurance, and Wills & Estate planning can help you enjoy your success today as you build and preserve your wealth.
Meet the Luxton Wealth Management Group
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
Together we develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.
We put strategies in place to help you maximize your after-tax retirement income.
To help protect your financial well-being, we will implement proven strategies to reduce risk.
Working together with your other professional advisors, we will help create your legacy for family and charity, while addressing tax obligations and debts.
Five-step process
We follow a disciplined five-step process to keep you on-track to achieving your goals. This keeps us all focused on what's important helping you live life the way you want. This approach is the key to how our team manages relationships and our clients wealth.
- Introduction
- Discovery
- Strategy
- Solutions
- Service
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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
What our clients have to say about us
"I have been meaning to write to you for some time. Doctors as you may know are not usually wise in investing their money.
My accountant suggested I speak to you. That was almost three decades ago. I met with you and decided to put my future in your hands.
You made yourself aware of my situation and my family requirements. Over the years you guided my financial course. I retired three years ago. Without your help I would have had to downgrade my life style significantly. I did not have to do that. Thanks to you I have the peace of mind that financial security provides.
I am very thankful."
~Harold Weizel, MD
"Smith + Andersen recently made significant changes to its group benefits program. Tony Luxton and his team were instrumental in this process. Tony reviewed the services available for a company our size, and together we explored our needs and goals to determine best course. Tony and his team developed solutions that were tailored to our business objectives. We implemented an enriched group benefits program that produced cost savings along with a group retirement plan to assist and support employees with retirement savings.
The RBC Group Advantage team takes the time to meet with individual plan participants to understand their financial goals and recommends strategies suited to their situation. These program changes have been positively received by employees across the Smith + Andersen group of companies and we look forward to a continued partnership with Tony Luxton and the team at RBC Group Advantage."
~Kevin Farbridge, Principal at Smith + Andersen
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.