Vanderburgh Private Wealth of RBC Dominion Securities
Your life goals are our life’s work
Vanderburgh Private Wealth
George, James and Jesse Vanderburgh, along with Joseph Brennan specialize in conservative managed equity portfolios with an emphasis on tax efficient income generation. With over 50 years of combined wealth management experience, we directly manage portfolios on behalf of an exclusive group of high net worth individuals, businesses, and families. With a large book of business but only a small number of households we are able to provide specialized, individual attention to each of our clients. We have strategically limited the number of managed households and only a select number of new clients are accepted each year. Due to the personal nature of our client relationships, new clients are welcomed through referral only. We then provide a thorough multi-meeting process in order to ensure our custom investment strategy suits their individual needs.
The Vanderburgh Private Wealth Team also includes Maria Bragues, Karen Matos and Shanice Carter. Maria, Karen and Shanice are licensed associates providing superior administrative expertise and an unparalleled degree of client service. Our genuine passion for people extends beyond financial complexities and that has allowed our team to guide clients through the moments that matter most.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.