The Messina Advisory 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.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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
• Tailored Solutions — We design portfolios to meet your needs, both now and in the future, whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement
• In-Depth Review — We review your situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level
• Comprehensive Planning — Depending on your needs, we connect you with our network of RBC specialists in areas like insurance, estate planning and business planning to ensure 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:
• Discovery Meeting — We take the time to understand your needs, goals, time horizon and risk tolerance
• Investment Policy Statement — We develop guiding principles for how your portfolio will be managed
• Portfolio Construction — 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
• 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.
Our clients
Business Owners & Executives
Legal & Medical Professionals
Pre-Retirees & Retirees
High Net Worth Individuals
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.