Varadi Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Varadi Wealth Management is a Toronto-based, boutique wealth management practice operating within one of the world’s strongest financial institutions, The Royal Bank of Canada. We are aligned with a world-class management services team that has extensive experience working with medical professionals and business owners. By utilizing a team of well-informed experts, we aim to create a team as dynamic as the world we live in. We pride ourselves on clear, consistent communication with our clients and have earned a reputation for honesty, transparency and professionalism.
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 specialize in helping health care professionals and their loved ones. Our clients are able to free up time and focus on what is important to them. They experience peace of mind by delegating the management of their affairs to a trusted professional that understands who they are and knows their individual goals and concerns.
How we do it
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 guiding principles
If you cannot understand it, it may not work for you. We ensure that our strategy is framed in a clear, concise and logical manner.
Money needs a purpose. It is our job to help you define your goals to effectively guide our investment decisions.
Risk isn’t the same for everyone.
Your solution must be unique.
This is a long-term relationship.
The right fit makes all the difference. We look for a good fit between personalities as well as a proper understanding of your expectations for yourself and us.
Wealth management is more than just investments.
Financial education is your foundation. Regardless of your current financial knowledge, it is our goal to expand it.
Regular reviews are vital.
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.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
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.