The Salloum Wealth Management Group of RBC Dominion Securities
Fully Invested in you
The resources to protect and grow the wealth you have earned
Our mission is to help our clients achieve financial security through informed decision making. We help you ask the right questions, then help you make decisions and provide the direction necessary to achieve financial freedom.
David joined his father in 1992 and has helped grow the business by providing clients with full service wealth management advice drawing upon his expertise as a portfolio manager. David’s 32 year tenure on our prestigious recognition councils is a testament to his success.
Both David and Bud have made it their mission to make a positive impact on the community and their efforts set an example for everyone at the firm. Their team works closely with clients to create customized wealth management solutions to help them achieve their goals.
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
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
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.
What we do
Private Investment Management
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management.
Estate planning
Given the wide range of objectives you may want to achieve, proper estate planning requires careful consideration of many factors. Often, in an effort to minimize income taxes or avoid probate taxes, another objective is thwarted. For this reason, it’s important to weigh and balance the costs and benefits of different courses of action.
Financial planning
With the help of an RBC advisor, myGPS provides an additional way for you and your family to gain a complete view of your current and future financial situation. In doing so, it supports an important aspect of wealth planning – developing valuable insights into how to reach short- and long-term goals.
Building business wealth
Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business. So, you know how important it is to have the best possible services and products to help effectively manage your finances — we can help.
Community involvement
As part of a long-standing commitment to community engagement and responsible investing, I have been privileged to contribute my time and professional expertise to several respected organizations. Through these roles, I have supported initiatives that promote education, health, and community development while helping steward charitable assets for long-term sustainability. Click here to learn more about the organizations I am involved with.
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
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