Thiessen Shackleton Wealth Management of RBC Dominion Securities
Your life's work deserves a plan to match.
Helping you frame financial decisions with a focus on living a good life.
We offer comprehensive wealth management services to families across Canada, viewing financial planning and asset management as two inseparable components of a successful financial life. That is how we help our clients achieve their financial goals.
Our process begins by taking a holistic approach to personal finance. Our team constructs a blueprint for each client's financial plan, which becomes the basis of our relationship with RBC. The steps of our process culminate in a financial plan that directs our portfolio management strategy.
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
Simple > Complex
But simple doesn't mean easy or thoughtless. Our approach requires more work from us to build in effective systems, processes, guidelines and plans. Successful long-term investing and portfolio management is accomplished through a straight-forward, uncomplicated, operationally efficient investment program.
We believe in both strategic and tactical asset allocation. A strategic asset allocation utilizing broad diversification that helps reduce risk and protects against outlier events. Long-term returns are the only ones that matter.
How we work
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Families with complex wealth
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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