The Morton Parsons Private Wealth Group of RBC Dominion Securities
Institutional discipline, personalized wealth
Institutional discipline, personalized wealth
As life evolves, so do the demands on your wealth.
Managing investments, minimizing taxes, and planning for the future requires a coordinated, thoughtful approach.
We apply a pension-style investment discipline, combined with comprehensive planning and tax-aware strategies, to help simplify complexity and protect what you’ve built.
The result is greater clarity, better decisions, and confidence—no matter the market environment.
Let's start with a conversation
Understanding your goals is the first step in building the right strategy
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
A disciplined approach to managing significant wealth
We bring clarity and discipline to complex financial lives.
What we do
We manage wealth using a disciplined, pension-style approach—focused on long-term asset allocation, risk management, and consistency across market cycles.
This is integrated with comprehensive financial planning and tax-aware strategies to ensure your wealth is structured as efficiently as possible.
Whether the priority is growth, income, or preservation, our focus is on delivering better outcomes after tax, not just before.
Our client relationships extend across Canada and internationally.
How we do it
Our process is designed to bring structure and clarity to complex decisions.
We begin by developing a clear understanding of your goals and building an Investment Policy Statement that defines the long-term strategy.
From there, we construct a diversified portfolio using institutional-quality investments across public and private markets.
Ongoing monitoring, disciplined rebalancing, and active tax management ensure your portfolio remains aligned—while helping you stay confident through changing market conditions.
Client testimonials
What our clients have to say
"We were looking for someone to handle our financial affairs. After meeting with Darrell we thought it would be a perfect fit. We’ve been very happy with him for the last 7 years."
Linda, Retired – Ancaster, ON
"We agreed to give him one third of the portfolio as a test and as a result of terrific performance on the test we agreed to give him 100% of the portfolio."
Joe and Jean, Retired (Sales Executive and Travel Specialist) – London, ON
"It’s beneficial to me to have a team of advisors who handle my day to day affairs allowing me more time to focus on medicine and the more enjoyable things in life like family."
Matthew, Physician - Sarnia, ON
"Whenever there is a sudden change in the markets or in the news, they are proactive in a lot of cases."
Brian and Linda, Retired (Software Engineer and Accountant) – London, ON
"They look at your total financial portfolio and they have done an amazing job."
Dan and Pamela, Retired (Real Estate Investors, Business development manager and Account Manager) – London, ON
"When a change is needed in the portfolio, they move all of their clients at the same time and at the same price."
Gary and Anne, Retired (IT Professionals) – Ilderton, ON
Client video testimonials
Our Clients
We work with a select group of clients who require a more thoughtful and coordinated approach.
Business Owners & Entrepreneurs
Navigating liquidity events, retained earnings, and tax-efficient wealth structuring requires a coordinated approach. We integrate corporate and personal planning to help preserve and grow wealth beyond the business.
High-Net-Worth & Ultra-High-Net-Worth Families
As wealth grows, so does complexity. We bring institutional-quality investment management, advanced planning, and tax-aware strategies to simplify decision-making and improve long-term outcomes.
Farmers & Agribusiness Owners
Agricultural wealth is often capital-intensive, tax-sensitive, and deeply tied to long-term family planning.
Whether managing large-scale operations, planning for succession, or navigating a potential sale, we help structure wealth efficiently—balancing liquidity, tax considerations, and generational transition.
Professionals with Complex Income
Physicians, executives, and other high-income professionals benefit from disciplined investment strategies and proactive tax planning to ensure their wealth is structured efficiently over time.
Retirees & Pre-Retirees with Significant Assets
Transitioning from accumulation to preservation requires careful planning. We focus on sustainable income, tax efficiency, and protecting capital through changing market conditions.
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
Events
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.