The Spangenberg Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
The Spangenberg Wealth Management Group
At the Spangenberg Wealth Management Group, we recognize that each of our clients are unique. You deserve a unique approach designed specifically for you. That's why we believe a personal approach to investment and wealth management produces the best results. Wealth management is a comprehensive approach to helping you achieve the goals in life. It gives you the confidence you need to make sound financial decisions plus the freedom to live life the way you want. It provides a solid framework for your future by addressing all aspects of your financial situation at each stage of your life. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle and create your legacy.
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.
Our Services
Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance to manage their investment assets.
Our Clients
Our clients include:
- Well-established families seeking professional guidance on protecting wealth and transferring wealth to ensure their legacy;
- Health care professionals and executives who desire assistance with their personal assets and their professional corporate assets;
- Business owners who want to ensure their personal and business investments are managed for tax efficiency.
We are currently accepting new clients who share our investment philosophy and want to delegate the day-to-day investment decisions to professionals while having a thorough understanding of their investment strategy.
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.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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.