Walzak Family Wealth Management of RBC Dominion Securities
Where genuine care meets financial intelligence.
At every stage of life and business, financial decisions matter.
Walzak Family Wealth Management is a family-led advisory practice built on long-term relationships, disciplined strategy and genuine care. For more than 30 years, the team has supported individuals, families and business owners in making confident decisions about their wealth – building it, protecting it and preparing it for generations to come.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Where disciplined strategy meets genuine care
Intentional wealth management means seeing the full picture – your business, your family, your investments and your long-term goals – and bringing them together into one clear, coordinated plan. It’s not about transactions. It’s about confidence, continuity and decisions that stand the test of time.
What we do
At Walzak Family Wealth Management, we take a disciplined, values-driven approach to integrated wealth planning. We begin by understanding what matters most to you – your family, your business, your aspirations and the legacy you want to build.
From there, we develop a coordinated strategy that connects investment management, comprehensive financial planning, retirement strategy, tax efficiency and estate planning into one structured framework. We support entrepreneurs, multi-generational families and individuals – including women building, managing or stepping into greater financial responsibility – ensuring every decision aligns with your broader vision.
Backed by more than 30 years of experience and the resources of RBC Dominion Securities, we provide clarity, structure and long-term direction.
How we do it
We begin with conversation – listening carefully, asking thoughtful questions and clarifying priorities before making recommendations. Every relationship is built on transparency, responsiveness and long-term partnership.
Our team works in coordination, integrating investment management and dedicated financial planning expertise so that each decision supports the whole picture. Planning is not an add-on. It is the foundation.
Through proactive reviews, disciplined strategy and clear communication, we help you move forward with confidence, knowing your wealth is thoughtfully structured and built to endure – for today and for the generations that follow.
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.
Widows and widowers
The loss of a loved one can leave a gap. We ensure your experience is as seamless as possible as we help chart your way forward, taking care to surround you with the support and expertise you need every step of the way.
Divorcees
Divorce can be emotional, which is why it’s important to look after your well-being, financial and otherwise. We’re here to support you and help you make the right financial decisions in the midst of change.
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.