The Toupin, Vézina & Champagne Team of RBC Dominion Securities
Your financial success, made simple
Your financial success, made simple.
Your life is full of accomplishments. Your wealth and finances have always been important to you. But this is just the beginning. You may be maximizing your retirement funds and trying to be as flexible as possible. You may be looking for ways to grow your business. Perhaps you are wondering about the legacy you could leave to the next generation.
Whether you have questions, a complex situation or ambitious goals, our 5-person team is well-equipped to help you, and even better equipped to listen and understand your needs.
We have access to a full range of investment solutions - equities, bonds, GICs, mutual funds, ETFs - ensuring that your investment portfolio will be just the way you want it.
We'll help you manage your investments, plan your retirement, protect your financial security and plan your estate.
In addition to our personal expertise, we are privileged to work under the RBC Dominion Securities (DVM) umbrella, which has been caring for its clients since 1901. With the professional ethics and compliance of one of the world's largest financial institutions, RBC DSI ranks as one of Canada's leading securities players.
In short, we're more than willing to have our first conversation with you!
We look forward to hearing from you!
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our approach
Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.
Helping you achieve your personal and financial goals
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.
By taking an integrated approach to wealth, we can help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
- And much more
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
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.
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.