The Stephane Simard Team of RBC Dominion Securities
Your life goals are our life’s work
True wealth management is about making the most of your life, not just your money. It’s about giving you the freedom to live each day to the fullest, undaunted by market uncertainties and confident about your future. For The Stéphane Simard Team, wealth management is "More than just dollars and cents"
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
- Tailored portfolio design aligned with your current and future financial needs
- Disciplined investment process to keep you on track toward your goals
- Goal-focused solutions for wealth growth, income generation, tax efficiency, or retirement planning
- Comprehensive financial review including risk assessment and realistic long-term objectives
- Holistic planning support with access to RBC specialists in insurance, estate planning, and business planning
How we do it
- Discovery Meeting – Understand your needs, goals, time horizon, and risk tolerance
- Investment Policy Statement – Establish guiding principles for portfolio management
- Build Your Portfolio – Create a personalized mix of stocks, bonds, and cash with our investment strategists and research analysts
- Monitor & Review – Continuously track performance and adjust as needed to align with your objectives in changing market conditions
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.
Who can benefit
Pre-retirees
Pre-retirees who want to maximize their savings as they approach retirement;
Retirees
Retirees looking for proven strategies to maximize their after-tax income while protecting their financial security;
Affluent families
Affluent families looking for professional guidance to effectively carry out wealth transfer to the next generation in a tax-smart manner.
Healthcare professionals
Healthcare professionals such as physicians, dentists, veterinarians, and pharmacists who need a wide range of wealth management options and those who can profit from better pension benefits that are offered only to them;
Business owners
Business owners who want help managing personal and business assets, business-succession planning, tax-efficient conversion of commercial assets to personal assets, and, eventually, a fair division of their estate;
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.