Wang Wealth Management Group of RBC Dominion Securities
Your Wealth. Our Expertise.
Investment Portfolios Built for Your Life
Taking a conservative, disciplined approach, we help individuals, families, and business owners maximize their opportunities, navigate challenges, and make informed decisions to achieve their goals.
Our dedicated team provides a transparent and high-quality level of service, leveraging cutting-edge tools, world-class resources, and a vast network of RBC specialists to take the weight of wealth management off your shoulders and offer you peace of mind.
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.
Our Four-Step Process
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Step 1: Discovery Meeting
We start by listening. In our first meeting, we take time to understand your complete financial picture - your goals, time horizon, lifestyle needs, and comfort with risk. This foundation is essential to everything that follows.
Step 2: Investment Policy Statement
Together, we develop your Investment Policy Statement- a personalized roadmap that guides how your portfolio will be managed. This living document reflects your values, objectives, and the principles that will govern every decision we make.
Step 3: Portfolio Construction
With your strategy in place, we build your portfolio with the optimal balance of stocks, bonds, and cash. Our investment strategists and research analysts collaborate to create a diversified portfolio tailored specifically to you - not a one-size-fits-all approach.
Step 4: Ongoing Monitoring
Your portfolio isn't static - neither are market conditions or your life. We continuously monitor performance and review your holdings, making strategic adjustments when needed to keep your investments aligned with your evolving goals and market realities.
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
Our clients
High Net-Worth Families
Our high-net-worth family clients benefit from integrated investment management, sophisticated tax planning, and estate strategies designed to protect and grow their wealth across generations.
Business Owners & Executives
From managing executive compensation to planning business succession, we help executives and business owners build comprehensive wealth strategies that protect what they've built.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.