The Porretta Group of RBC Dominion Securities
Your life goals are our life’s work
Our distinctive perspective: We invest in you
“Wealth means different things to different people. To be an effective wealth management team, you need to learn about your client’s unique needs, expectations and desires. Once you have this understanding, you need to have the right tools and resources, coupled with clear discipline, in order to deliver a truly comprehensive wealth management solution.”
– Mark Porretta, CIM
Senior Portfolio Manager & Wealth Advisor
The Porretta Group, RBC Dominion Securities
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
An open, trust-based relationship is the foundation of a successful wealth management solution. As wealth managers, we must understand your needs, attitudes and comfort level in order to craft a strategy that best fits you. As our client, you will be given a transparent view of the solutions and recommendations we make, so you can enjoy the peace of mind that comes from being in control.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in 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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.