The Racine-Marcotte Advisory Group of RBC Dominion Securities
Your life goals are our life’s work
Reach your goals with our financial dream team.
Whether it is for your personal needs and those of your family members or for asset management solutions, retirement planning, tax planning or estate planning for you or your personal business and holding company, we're here to listen and give you the necessary solutions to develop, preserve and protect your family and corporate legacy.
Our Investment Philosophy : Bringing Discipline to your Investment Portfolio
The RBC Wealth Management Dominion Seurities' Strategy Committee provides a disciplined approach and a rigorous quarterly review process to managing your portfolio. It helps your portfolio stay well diversified with high quality companies and is structured to fit our current economic outlook. While most portfolio managers rely on only one financial analysis approach, the Strategic Committee takes into account the top-down economic analysis and bottom-up company screening process. The RBC Wealth Management Strategy Committee, comprised of senior investment professionals, makes regular forecasts on key macroeconomic variables including interest rates, economic and earnings growth and prevailing valuations of equity markets. The committee then makes recommendations on the number of companies your portfolio should hold in each major sector. A good sector diversification and distribution is often more profitable than trying to invest into one prospective ‘'gem'' corporation.
The Racine-Marcotte Advisory Group is proud to be part of the RBC Wealth Management family. One of the ten most important wealth manager in the world, RBC Wealth Management directly serves affluent and high net worth clients in Canada, the United States, Latin America, Europe and Asia and provides asset management and trust products and services directly and through RBC partners and third-party distributors. RBC Wealth Management has more than C$535 billion of assets under administration and more than C$300 billion of assets under management.
Our goal : ‘’To improve your quality of life while keeping your peace of mind.’’
We are the ''gate keepers'' of your assets, protecting them against market fluctuations, taxation, emotional decisions or other barriers that can damage your personal long term financial situation and that of your corporation.
Events
A discussion on 'The Personal Pension Plan’: A progressive retirement planning strategy.
Date: Wednesday June 10th, 2026
Time: 6-8pm
Location: TBA, please contact us for more details at 514.630.6730 or by email at GroupeRacineMarcotte@rbc.com.
The power of growth on the dollars kept in your pension plan for years to come: have you ever wondered how public workers, firemen, policemen or employees of public utilities are able to get excellent pension income once at retirement?
Nathalie Racine will help explain how you or someone you know could benefit from the PPP: a copy paste of large pension plans, scaled for your corporation.
The Role of the Liquidator with Alda Tropea
Date: Tuesday, October 6th, 2026
Time: 6-8pm
Location: TBA, please contact us for more details at 514.630.6730 or by email at GroupeRacineMarcotte@rbc.com.
What better time than a cocktail hour to discuss Estate Planning!
A complimentary education event hosted by the Racine-Marcotte Advisory Group of RBC Dominion Securities. There are many factors to consider when acting as a liquidator or when appointing a liquidator for your estate. Join us for this informative “6 to 8” session and learn crucial information about the duties, obligations and strategies to help guide you and your liquidator through the process. Attend with your liquidator, family member or friend who would benefit from this comprehensive presentation on the nature of a liquidator’s role.
Build a strong financial future: Financial Literacy Student Event
Date: May 7th 2026
Time: 6-8pm
Location: TBA, please contact us for more details at 514.630.6730 or by email at GroupeRacineMarcotte@rbc.com.
Maximize your income & achieve financial independence!
Join us for an exclusive financial literacy event designed to help young adults take control of their financial future. With 30+ years of experience, Nathalie will share expert insights on how you can start maximizing your income early and work towards financial independence.
Our team is propelling you towards your Financial Security
In 1997, Nathalie Racine & Philippe Marcotte created the Racine Marcotte Advisory Group specialized in Family and Corporate Wealth Management Solutions at RBC Wealth Management Dominion Securities (RBC DS). This dynamic and multidisciplinary group composed of strategic alliances with partners such as accountants, tax experts, notaries, lawyers, bankers and personal insurance consultants offers you simple and sound financial solutions to protect your assets in the rapidly evolving world of finance.
Each team member of the Racine-Marcotte Advisory Group is an expert in a specific market area of the investment world, giving you a complete and global overview of your financial, tax and estate situation.
The process to your financial freedom
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
The Racine-Marcotte Consulting Group offers to simplify your approach to your wealth management by offering a clear, simple and accurate framework with respect to your financial decisions. Our proposal consists of an initial meeting during which we will ask you many important questions to clarify your expectations and your financial goals. The second meeting will focus on the presentation of simple and concise solutions and on the implementation of effective strategies for your financial success. Once the basics are covered and a robust partnership between us is established for your financial success, we will then take care of the implementation of the proposed solutions, the close result monitoring and the quarterly reviews.
How we do it
We offer dedicated Private Portfolio Management solutions by providing you Wealth Management Strategies which prioritize your personal financial situation, your goals, your dreams and aspirations as well as emphasizing full protection for you, your family and your corporation.
We offer a dynamic action plan for asset management to help you implement short term solutions for your long-term benefit.
Our process starts with the following question :
‘’If we were meeting three years from today, what would have to happen for you to feel that your lifestyle had been enhanced, you were protecting and nurturing your family and you were achieving your goals ?’’
We are inviting you to fill out the following risk tolerance questionnaire and send it to our secured email address: nathalie.racine@rbc.com
Guided Portfolios
Enjoy a highly disciplined approach to equity investing with RBC Dominion Securities Guided Portfolios. With Guided Portfolios, you follow a highly disciplined RBC investment strategy process that guides your decisions to buy or sell individual equities.
Key features and benefits of Guided Portfolios:
Invest in our top-ranked stocks from various sectors of the economy
Benefit from sector weightings based on our most current investment outlook
Remove the guesswork and emotion from buying and selling individual equities
Designed to fit your needs and style
There are a wide range of Guided Portfolio to help meet different financial objectives, including growth-oriented Canadian, U.S. and global equity portfolios, as well as income-oriented Canadian and U.S. portfolios.
A Guided Portfolio could be ideal if you:
Want to follow a highly-disciplined investment approach with proven results
Want guidance with all your investment decisions, while retaining final decision-making authority
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.
The Highest Credentials at your service
A trusted source for personal and corporate Wealth Management, Private Wealth Management gives you the time and the freedom to pursue what’s important to you, confident in the knowledge that your wealth is being managed by a team of professionals you know and trust - The Racine-Marcotte Advisory Group’s Family and Corporate Private Investment Management team at RBC Wealth Management Dominion Securities.
Your portfolio is privately managed with the help of your personal dedicated managers according to your personal profile, specific goals and objectives. Your individual situation dictates the way your portfolio will be managed. Because you have a personal relationship with your Portfolio Management team, your portfolio can more accurately reflect your individual needs and goals on an ongoing basis. It’s this mutual understanding that makes Private Investment mamagement so unique.
Private Investment Management
With Private Investment Management, you can sit down with your own portfolio management team to discuss your personal and corporate needs and have access to the same tools that an institutional account would have access to.
Value-Added Wealth Services
In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.
Key life events and stages
Navigate life's financial stages: build wealth, protect your future, optimize retirement income, and transfer your legacy.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
TFSAs
Depending on your life stage and priorities, there are different ways to make the most of your TFSA.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Family inventory
All the necessary documents and details in one place to help ensure all assets are accounted for and considered, and that your loved ones are taken care of.
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
Insurance strategies
There are ways insurance can provide security while offering a fresh perspective on solutions to complement your wealth plans.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.