The Patton Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
The Patton Wealth Management Group
Investment professionals with over 40 years of collective experience, we develop strategies and seize opportunities to build and preserve your hard earned investment portfolio in today's increasingly complex marketplace, no matter what the market conditions.
Sound performance, thoughtful and measured investment philosophy, a competitive cost structure, and personalized service are hallmarks of the Patton Wealth Management Group.
We provide expert guidance to high net-worth families, CEOs and senior executives, and business owners. Our background and qualifications are extended through collaboration with a team of experts within RBC Dominion Securities. We specialize in designing tax efficient portfolios, wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies.
Socially Responsible Investing (SRI) and Environment, Social and Governance (ESG) investment portfolios can be designed to cater to clients who take pride in knowing their investment strategy is making a positive impact on society.
Our breadth of skill and depth of knowledge is backed by the power of RBC to grow, protect and enhance our clients financial lives.
We welcome your phone calls and emails, and invite you to connect with us on LinkedIn @ https://www.linkedin.com/in/alasdair-patton-56a32259/ and Facebook for business @ https://www.facebook.com/pattonwealth
You have dreams. We have the expertise to help you make them a reality.
The first priority of the Patton Wealth Management Group is to achieve your peace of mind and financial well-being through sound wealth management and careful planning.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
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.
A team approach to professional wealth management
The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.
With over 250 highly accredited tax, legal and financial professionals, the industry leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
The team’s areas of expertise include:
- Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
- Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
- Taxation: Implementing strategies to help reduce your family’s tax burden
- Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
- Estate and trusts: Efficiently transferring your wealth to the next generation
- Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
- Charitable giving: Helping you maximize your charitable legacy
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.