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.
At the Patton Wealth Management Group, we understand that your aspirations are unique. Our dedicated team is committed to transforming your financial dreams into tangible realities through personalized strategies and expert guidance. Your peace of mind and long-term financial well-being are our foremost priorities, and we achieve this by combining meticulous wealth management with thoughtful, tailored 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.
Patton Wealth Management team in the community
We’re so proud of the amazing ways our team gives back to the community! Whether it’s through volunteering, fundraising, or local projects, we believe corporate responsibility is all about rolling up our sleeves and working together to make a difference. Side by side, we’re helping build a stronger, more compassionate community—one act of kindness at a time.
Spring into Action: Together, We Nourished Hope!
We’re thrilled to share that our partnership with Aurora Food Pantry blossomed into something truly special this spring! Thanks to your support and teamwork, we:
- Contributed $1,500 to ensure families in our community have access to healthy, nourishing meals.
- Helped Aurora Food Pantry continue their vital mission of fighting food insecurity, one plate at a time.
What made this season’s effort so heartwarming? You did! Our team rolled up their sleeves, sorted donations, and worked side by side to turn generosity into action. Every box packed and every item organized brought us closer to our neighbors in need—proving that when we come together, we can make a tangible difference.
A big thank-you to everyone who donated, volunteered, or cheered us on. Your kindness reminds us that even the smallest acts of giving can grow into something extraordinary.
Let’s keep this momentum going! Together, we’re not just filling plates—we’re building a stronger, more caring community.
Events
Economic insights with RBC’s Chief Economist
An invitation
Economic insights with RBC’s Chief Economist
Tuesday, June 16, 2026
11:00 a.m. ET
You’re invited to an exclusive virtual event featuring Frances Donald, Senior Vice President and Chief Economist, RBC.
In conversation with Jim Allworth, Investment Strategist, RBC Dominion Securities, Frances will provide a timely overview of the current economic landscape and the implications for investors. The discussion will help break down:
- Canada’s resilient growth amid global uncertainty
- Geopolitical risks reshaping markets
- The widening gap in consumer spending patterns
- Tariffs, commodities, and sector opportunities
This event is taking place on the BrightTALK platform. If this is your first BrightTALK event, you will need to provide your name, email and password of choice. Please ensure to set your time zone and your email preferences in the account settings.
This event will be offered in English with French closed captions. A recording will be available to watch on-demand following the event.