Wagman and Daghlian 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.
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.
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
By working in collaboration with our in-house experts, our mission is to provide comprehensive wealth management services to our clients.
What we do
Using a process that first looks to understand the goals our clients have, and in working with our external team members, we create a personalized service plan that addresses communication, personal financial planning, insurance, and will and estate planning.
How we do it
Among the individuals and families we work with, our clients include a number of business owners who are looking for an inter-generational wealth planning strategy, and a number of our clients also include high net-worth individuals and executives who require assistance with their personal and financial needs and are looking to protect, enhance, enjoy and transfer their wealth.
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.
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
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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
The Semiconductor Sector at an Inflection Point
Featured Artists from Our Event "Portfolios & Paintbrushes"
Events
Portfolios & Paintbrushes: The Art of Investing
Thursday, May 28th, 2026
Paint a new perspective on both portfolios and paintbrushes! Join us at [Gallery Name] for an exclusive event where we prove that building your portfolio is just like creating a masterpiece— it takes balance, vision, and the right brushstrokes.
Explore curated works from talented artists while our market experts share powerful insights on building and diversifying your investment portfolio and staying updated on economic twists and turns.
Like art, investing is not a linear process and is not always perfect, but the result is worth some minor paint spills. In the meantime, indulge in our hand-crafted menu and feast your eyes on beautiful custom artworks.
Can’t wait to see you there.
Past Events
Please see below our previous events.
“Built to Last: Wealth & Wheels” on November 26th, 2025
Shifting your perspective on both wealth and wheels! We met up at the Porsche dealership in Markham for an exclusive event of adrenaline and insight where high-octane performance meets powerful financial strategy.
All to thank you for your loyalty and helping our relationship stay built to last, where er featured a charity raffle, prizes from our sponsors, goodie bags, and a delicious hand-crafted menu.
“Portfolios & Paintbrushes: The Art of Investing” on May 28th, 2026
At the McMichael Canadian Art Collection, we painted a new perspective on both portfolios and paintbrushes. Our Wealth Building Presentation and Custom Art Display helped us draw comparisons, proving that building your portfolio is just like creating a masterpiece— it takes balance, vision, and the right brushstrokes.
Clients had the chance to explore curated works from local talented artists while our market experts shared powerful insights on building and diversifying your investment portfolio and staying updated on economic twists and turns.