For over 25 years, our team has focused exclusively on the wealth management needs of exceptionally accomplished entrepreneurs, executives, and institutional investors. By championing a family office approach to building and preserving wealth, we have achieved extraordinary results for our clients and their families.
Trust sustained by success and service
Our partners draw on over 100 years of combined experience and extensive professional networks to provide extraordinary service on matters vital to our clients’ success.
Jonathan MacNaughton
Ryan Lynch
Ed Lynch
Technology entrepreneurs, executives, and employees
Continued success means greater responsibility
You have reshaped sectors, and in the process, experienced rapid growth in your wealth, responsibilities, and cross-border complexity. When you reach this stage, The MacNaughton Lynch Group of RBC Dominion Securities can help.
Global reach and experience
Our group has spent the last three decades advising local technology companies as they have grown into global leaders.
Risk management expertise
As the ‘90s and 2000s revealed, risk can be overly concentrated, and diversification is a necessary strategy.
Comprehensive wealth management
Our dedicated financial planning team collaborates with industry experts and your existing advisors to produce a custom plan.
Your needs demand expertise in multiple areas
Our clients choose us because we take the time to understand their interests and have the experience, expertise, and institutional resources to solve their complex needs.
Disciplined investment management
Our aim is to preserve and grow what you have already built with a focus on liquidity, tax efficiency, and long-term capital appreciation.
Strategic giving
From family foundations to charitable trusts, we help establish a long-term, tax-efficient plan for giving.
Private banking & lending
For your cross-border and complex cash flow needs, we partner with award-winning private bankers.
Tax and legal consultation
Our team is well-versed in legal and taxation structures and collaborates with your existing experts to generate optimal outcomes.
Capital markets exposure
Working closely with global venture capital firms and RBC Capital Markets, we advise companies at various stages of growth — from seed funding to IPO.
Exercising stock options
We help some of the top minds in technology evaluate their options and make informed decisions that maximize their wealth.
Business owners
Our business is serving yours
The nature of starting and managing a business means you have found yourself creating a path through unexplored territory. The MacNaughton Lynch Group of RBC Dominion Securities is your trusted partner in navigating financial complexity, whenever or wherever it may arise.
Decades of business owner experience
For decades, we have helped business owners change the way they understand what they can do from a leisure standpoint.
Multi-generational wealth strategies
Your business and personal finances are inextricably linked, and at that intersection are your family’s interests. We can help.
A family office approach to wealth
We work closely with your accountant, lawyer, and business consultants, and partner with industry-leading financial talent.
Tax, trusts, and ownership strategies
We understand the complexities of serving sophisticated families and can address any of your wealth management needs.
Long-term capital appreciation
The security of your assets is paramount, but so is growing what you have already built, tax-efficiently.
Personalized service
We aim to exceed your high service standards with a service plan as personal as it is proactive.
Retirement income
Replace business earnings with a steady stream of income from your investment portfolio.
Strategic giving
From family foundations to charitable trusts, we help establish a long-term, tax-efficient plan for giving.
Private banking & lending
For your complex lending and cash flow needs, we partner with award-winning private bankers.
Municipalities, charitable foundations, and more
Money management for institutional investors
While our clients have a wide range of needs, they are all looking for a trusted partner whose mission is to help them sustain theirs. For over 25 years, The MacNaughton Lynch Group of RBC Dominion Securities has helped foundations – public and private – fulfil their stewardship obligations.
Government & municipalities
Higher education
Non-profit organizations
Family foundations
Asset classes and allocation aligned with your policy
Short-term capital needs balanced with future growth
Prudent risk management for long-term capital preservation
World-class investment research and industry experts
Customized, comprehensive reporting on performance
Access to an array of nontraditional investment vehicles
Medical professionals
Today’s decisions, tomorrow’s outcomes
We have helped healthcare professionals across a wide range of disciplines and stages of their careers put a plan in place to reach their financial goals. You can rely on The MacNaughton Lynch Group of RBC Dominion Securities to bring all of the pieces together.
Over a century of combined experience
From many years of advising specialists, dentists, and incorporated professionals, we have come to understand your separate set of needs.
Tax and legal structure expertise
We can advise on the benefits of professional incorporation and partnership agreements, and help coordinate next steps.
Cohesive financial and investment strategy
We will plan for your unique earnings cycle, immediate needs, and long-term goals, and build your portfolio accordingly.
Seamless service
We ensure you have the time to focus on what matters – your family, patients, and practice.
Estate planning
A comprehensive estate plan can outline your wishes, safeguard your wealth, and honour your legacy.
Tax-efficient, informed investing
Our approach emphasizes tax efficiency, risk-adjusted returns, and access to world-class research.
Asset protection
Proper risk coverage is imperative. We help identify any gaps or opportunities in your insurance coverage.
Strategic giving
From family foundations to charitable trusts, we help establish a long-term, tax-efficient plan for giving.
Private banking & lending
For your complex lending and cash flow needs, we partner with award-winning private bankers.
Insights
Over $4.2 billion in client assets managed
One of the largest practices in the country
Want to know more?
Email:jonathan.macnaughton@rbc.com
Phone:519-747-4368