The Palahnuk Group of RBC Dominion Securities
Transforming lives through extraordinary wealth management
Empowering you to live and give comfortably through a proven process
Our dedicated team is passionate about helping you navigate challenges, harness opportunities, and achieve your goals. Using a thoughtful, comprehensive approach, we bring sound financial plans to life through professional, personalized wealth management. We leverage RBC's best-in-class resources and network of specialists to build and protect 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.
Our values guide everything we do
We are client-obsessed and passionate about doing the right thing. That means we carefully consider your needs and goals – and take responsibility for everything we do. Our process is an end-to-end experience that starts with getting to know you and lasts as long as our relationship does.
Discovery and analysis
- We get to know what matters to you, your objectives and your constraints
- We determine appropriate time horizons for different portions of your assets
- We consider cash flow requirements for lifestyle, business, and philanthropic commitments
- We work through what is important to you beyond risk and return when it comes to your investments
Advice and implantation
- We prepare a comprehensive financial plan with input from a team of dedicated professionals
- We present multiple scenarios for better-informed decision-making
- We present portfolios that align with your risk and return preferences, while seeking impact in ways that align with your personal values
Ongoing support
- We manage your portfolio on a discretionary or advisory capacity, offering you the level of day-to-day involvement you desire
- We regularly review your portfolio with you on a schedule that meets your needs
- We respond to you with thoughtful guidance when you have financial decisions to make such as major grants, spending decisions, or investment opportunities beyond securities
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.
Navigating your cross-border wealth with ease
We are uniquely equipped to offer expertise and guidance to help you simplify the complexities of your cross-border wealth. We provide personalized investment advice that reflects changing market conditions and your evolving needs as a cross-border resident.
Laws and regulations
We ensure the management of your wealth is fully compliant with legislation and regulatory frameworks in both Canada and the U.S. – from taxes to immigration, currency conversion and more.
Tax and estate guidance
We help you navigate the complexities of cross-border tax, paying close attention to Canadian and American tax regulations to minimize your tax burden, maximize deductions and navigate U.S. estate tax with confidence.
Transition support
Whether you’re a Canadian thinking about a move across the border, returning from the U.S., or an American living in Canada, we aim to simplify your transition.
Your wealth, all in one place
Managing your wealth on both sides of the border comes with its share of complexities. We are one of the few firms licensed to offer cross-border wealth management, so can manage your wealth in one place.
Portfolios aligned to your investment and impact objectives
What’s most important to you?
Peace and justice? Renewable energy? Clean water? Human rights? At The Palahnuk Group, we get to know what matters to you – beyond risk and return – so we can help you invest for the impact you want to have in the world.
After a discovery and analysis stage where we come to understand your priorities, time horizons, and impact priorities, we prepare a comprehensive plan with input from a team of dedicated professionals. We then present portfolios that reflect the impact you want to have in the world, with multiple scenarios so you can choose how and where you want to invest.
We manage your portfolio on an ongoing basis, there to guide you through spending decisions and investment opportunities, while offering you the level of day-to-day involvement you desire.
Where purpose meets performance
As pioneers in philanthropic financial planning and impact investing, we firmly believe that making an impact and achieving investment returns are not mutually exclusive – in fact, we believe that putting your money behind causes, industries and initiatives that matter to you can have very positive long-term personal and financial outcomes.
We offer hundreds of responsible investment solutions. When you work with us, you gain access to a broad range of investments from across the industry, including third-party managed solutions, mutual funds, exchange-traded funds (ETFs), equities, bonds and notes – all backed by industry-leading research.
Thematic investment example
Your impact priority:
Over 2 billion people lack access to clean drinking water. By 2025, 50% of the world’s population will live in water-stressed areas.
Sustainable development goals:
- Water-related sector
- Energy-related sector
- Food & agriculture sectors
Investment opportunities:
- Water and Air Themed fund
- Alternative Energy Themed fund
- Food and Agriculture Themed fund
"Nick takes a holistic approach. Over the years, he has come to know my family and my life concerns, including health, kids, estate planning, etc. He makes introductions to other professionals so that I can reach other goals beyond growing wealth, and even offers my kids advice – he is genuinely invested in my future and my family’s future."
– Eugene
"Nick and his team have been instrumental in crafting my retirement plan, providing me with financial security and peace of mind. Their expertise and dedication in understanding my changing needs ensured a seamless implementation, allowing me to enjoy my retirement with confidence.
I’m deeply grateful for making my secure financial future a reality."
– William
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.