The Morton Parsons Private Wealth 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.
As life progresses and your financial circumstances evolve, managing significant wealth can become increasingly complex. At this stage, the right team can make all the difference. At the Morton Parsons Private Wealth Group, we specialize in guiding business owners through successful exits, providing high-net-worth and ultra-high-net-worth families with tailored financial strategies, and delivering clarity and confidence in achieving long-term financial goals.
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.
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
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.
Farmers and agricultural professionals
Your farm may be your most valuable asset. Whether you’re running a farm, thinking of selling it, or considering transferring it to the next generation, we can help minimize your tax liability and help you plan 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.
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.
Dealing with investor anxiety
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.