Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
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.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
"Tushar is a true professional and offers a full service package of financial planning, investing, life insurance, estate planning, etc. Wish I had discovered him sooner in my adult life. I’ve had bad experiences with financial “advisors” in the past and was skeptical at first but RBC Dominion Securities and Tushar have met or exceeded all my expectations so far. Tushar always goes above and beyond the call of duty and most importantly, has been able to beat the index with our family portfolio every year so far (since 2016). He is highly recommended by us."
Ben H.

"I have known Tushar for over 20 years. He is one of the smartest guys I know. I have always been amazed at how he is on top of market developments in an incredible variety of sectors. That allows him to tailor a strategy to your own financial needs. When something significant happens in the market, I never have to call him to discuss matters; hes already called me. That level of service is hard to find in an investment advisor. I would recommend Tushar to anyone who is looking for an advisor and who is actively working to grow your assets."
Mark Y.

Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.