The Vannucci Yuan Group of RBC Dominion Securities
Rethink The Way You Invest
Helping you find peace of mind
Getting the right investment advice is a key area in managing wealth - but it is only part of the bigger picture. You may also need to manage finances, minimize taxes or structure your estate to leave the legacy you desire. Our Wealth Management Advantage is a comprehensive approach extending far beyond investment advice to help you gain the confidence to make sound financial decisions, plus the freedom to live life as you envision it.
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
Creating a comfortable retirement, buying a business, or just experiencing what the world has to offer – your investments represent a life time of savings, effort and sacrifice. When you entrust us with your wealth, we take this responsibility seriously.
Balancing both risks and returns, we take a diversified, long-term investment strategy to protect your financial security and help you earn more. Supported by decades of research in economic sciences and capital markets, we help you understand and structure your savings along the dimensions of risk and return so you can spend time enjoying what life’s journey has to offer.
How we do it
As today's world becomes ever more complex and interconnected, our wealth management approach can help to provide clarity in reaching your financial and life goals. We work with you to create a personalized wealth management plan to achieve what matters to you at each stage of life.
With decades of industry experience combined with our commitment to lifelong learning, our team will help you find the peace of mind that comes from partnering with professionals committed to doing the right thing. Our door is always open.
The 5 pillars of wealth management
Investment Strategy
Estate Planning
Tax Optimization
Retirement Planning
Risk Management
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
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.