Vanin Millard Wealth Management of RBC Dominion Securities
There is Wealth in Our Approach
You have dreams. We have the expertise to help you make them a reality.
Vanin Millard Wealth Management of RBC Dominion Securities was formed with a commitment to putting you, the client, first. We believe that only by truly understanding you, and by remaining true to the following four core tenets, can we manage your wealth successfully.
Professionals at your service
Having spent 14 years at another financial institution, in roles including financial advisor and financial planning consultant, we decided to move to RBC Dominion Securities to start our own team, Vanin Millard Wealth Management of RBC Dominion Securities.
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 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.
How we do it
Boutique Approach - We focus on a relatively small number of client families, which allows us to be exceptionally attentive to your needs and your portfolio.
Personal Service - We pride ourselves on attention to detail, constant communication (especially in down markets), and prompt responses to client requests.
Education and Information - Once we understand your financial goals, your tax situation, and your feelings about risk we create an investment portfolio that is appropriate to your situation. We ensure that it is tax-efficient and that fees are not excessive. We also take the time to share our rationale for the recommendations we are making.
Value - We believe in delivering value to you and ensuring transparency. This is how we foster relationships of respect with all of our clients.
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.
Vanin Millard in the Community
Days for Girls
Over this past holiday season Vanin Millard Wealth chose to make a donation to Days for Girls. Days for Girls is a global movement that prepares and distributes sustainable menstrual health solutions to girls who would otherwise miss school during their monthly periods.
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.