The Santamaura Investment Management Group of RBC Dominion Securities
Professionalism, experience and integrity
Rooted in legacy. Focused on your peace of mind.
With more than 25 years of experience, Carol Santamaura brings a deep sense of responsibility to your financial wellbeing. Helping you navigate financial decisions is more than a profession for her—it’s a family legacy passed down from her grandfather, to her mother, and now to her.
Carol understands the anxieties that many people feel about their financial future, including saving enough for retirement and ensuring they can pass on a meaningful legacy. Her goal is to replace that uncertainty with peace of mind.
By serving a select number of clients, Carol offers highly personalized guidance rooted in her deep experience navigating every kind of market. At the heart of her practice is one clear goal: to help you feel secure, supported, and in control of your financial future.
Meet Carol Santamaura and Hear Her Story
"As a third generation Investment Professional, I am proud to continue the family tradition that began with my grandfather 100 years ago"
Endorsement from CEO David Agnew
"Carol Santamaura and her dedicated team deliver holistic wealth management solutions, backed by over 25 years of experience and a third-generation legacy in financial advisory. Through thoughtful discovery and ongoing consultation, Carol addresses all aspects of clients' financial well-being, providing tailored strategies to ensure long-term security and peace of mind. Carol and her team operate with the highest level of professionalism and integrity, and I am confident in their ability to address your wealth management needs."
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 they do
Carol and her team help you navigate your financial life, giving you peace of mind and confidence in your future. To do so, they design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, they tailor solutions to your circumstances. Working with them is a unique experience because they offer the care and attention of a boutique firm with the vast tools and resources of Canada's leading investment management firm.
How they do it
Carol and her team start with a discovery meeting, where they take the time to get to know you and your family’s current priorities and goals for the future, time horizon and risk profile. Next, they develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, they build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. With your investments in place, they work closely with RBC’s highly qualified specialists—including financial planning, legal, Will and estate, taxation, insurance, business owner and business succession planning specialists—to ensure your every need and life stage is considered and planned for. Through ongoing monitoring and reviewing, Carol and her team keep a close eye on your portfolio and wealth plan, making adjustments as needed so they continue to align with your objectives.
Guides
Obtenez une meilleure perspective de votre situation financière grâce à ces guides informatifs rédigés par l'équipe des Services de bureau familial RBC.
Guide Gestion de votre patrimoine familial
Dix stratégies pour bâtir et protéger votre patrimoine familial
Guide de gestion de patrimoine pour les propriétaires d’entreprise
Dix décisions clés pour les propriétaires d’entreprise
Guide de planification successorale
Comment la planification de votre avenir — dès aujourd’hui — peut vous permettre d’atteindre tous vos objectifs successoraux
Aide-mémoire de planification financière
Liste exhaustive d’informations clés, telles que les échéances, les plafonds de cotisation et des renseignements fiscaux.
Liste de vérification de la planification de retraite
Une ressource pratique pour vous aider à profiter au maximum de votre retraite.
Guide de déclaration de revenus
Un résumé des dates à retenir et des renseignements fiscaux nécessaires pour préparer votre déclaration de revenus annuelle.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.