Tuttle Private Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Clients first
"What does it mean to put clients first? It means taking the time to delve deep to understand our clients' needs at all levels. It means exceptional customized service from a team with more than 65 years of combined experience. It means ensuring that everything we do on our clients' behalf is done with the highest level of integrity and respect. It means, quite simply, that we measure our success through one thing - our clients' eyes."
- Tuttle Private Wealth Management Group
Professionals at your service
Ward Tuttle leads a group of dedicated wealth management professionals who all operate under the guiding principle of Clients First.
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 offer a comprehensive range of services integrated into a single, seamless wealth building experience. We call this Total Wealth Management:
Investment & Portfolio Management
High Net Worth & Family Wealth Management
Insurance Based Solutions
Financial Planning
Retirement Planning
Wills & Estate Planning
Tax Minimization Strategies
Charitable Gift Programs
Specialized Corporate / Not-for-Profit Investment Services
Our process
Rigorous, strategic and risk-averse, our investment advisory process is driven by carefully considered objectives. Our practice is focused, pro-active and responsive.
Our process encompasses the following investigative and executable steps:
Discovery
Financial Planning
Wills & Estate Review
Insurance Analysis
Investment Policy Statement (IPS)
Investment Proposal
Ongoing Services
Regular Reviews
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.
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.
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.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.