The So Wealth Management Group of RBC Dominion Securities
More than investment advice
The So Wealth Management Group
Our relationship with you doesn’t begin and end with investment management. On an ongoing basis, we ensure you receive the knowledge, attention and personalized advice to feel confident in your overall wealth strategy. From educational seminars to detailed portfolio reviews, we consider it our role to foster your financial and personal development.
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More than investment advice
Beyond stocks and bonds
We look beyond stocks and bonds to consider opportunities in real estate, private placements, insured investment programs, alternative investments and private shares to ensure your assets work together to minimize risk and make progress towards your goals.
Empowered investing
Every single investor should be able to express, in their own words, what their overall wealth strategy is. We prioritize your education and understanding in every recommendation we make.
Keeping the future in focus
We take pleasure in hosting social and informative events that help you better comprehend tomorrow’s growth stories in emerging technology and emerging markets.
Global reach and perspective
Our team specializes in providing planning, advice and solutions to investors who own property outside of Canada.
Roots that run deep
We have managed wealth and risk for over 35 years, with our roots beginning at a major Canadian pension fund.
Protecting your data
With the ever-present threat of fraud and identity theft, maintaining your privacy is a chief concern for our team.
Examining every angle of your wealth
Our industry-leading partners at RBC Wealth Management can help you design a total wealth strategy that incorporates lifestyle protection, retirement planning, business succession planning, intergenerational wealth transfer and legacy creation.
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.
Planning tools
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
RRIF withdrawals table
This table sets out the prescribed percentage factor you should use in determining your annual RRIF minimum payment
International Clients
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.