Tobin Bondy Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Tobin Bondy Wealth Management Group
Recognized as leading Investment Advisors in the Windsor area, The Tobin Bondy Wealth Management Group provides a comprehensive range of services designed around your individualized goals. In providing you with the service you need, Matthew Tobin is supported by Associate Wealth and Investment Advisors Mark Bondy and Stephen Cecile, Associate Bernadette DiPietro, Associate Wealth Advisor Danielle Regnier-Gerard and Administrative Assistant Laura Allard. Combined, this team offers over 110 years of experience in the financial services industry.
Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, The Tobin Bondy Wealth Management Group will be there as your personal guide.
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
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment 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.
Individuals, families, businesses and other organizations that require professional assistance managing their wealth.
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock and co-ordinate multi-faceted financial affairs
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while ensuring their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
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
Tobin Bondy Wealth Blog
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.