Weatherill Wealth of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Red Deer, AB

Weatherill Wealth of RBC Dominion Securities

Highly customized solutions
Complete financial peace of mind
Unparalleled service & professionalism

Listeners. Wealth builders. Problem solvers.

With Brad’s 30-plus years of experience, and hand-picked team of dedicated, caring, and passionate wealth experts, Weatherill Wealth is committed to providing confidence, clarity, and peace of mind. Our complementary skill set, small-town work ethic, and entrepreneurial spirit are key to our team’s unwavering standard of care and putting your interests first.

Brad Weatherill

Senior Wealth Advisor

Sue Senio

Associate Wealth & Investment Advisor

Trent Nicolay

Associate Wealth Advisor

Nathan Dyck

Associate Wealth Advisor

Shauna Gaume

Client Experience Associate

Theron Gustafson

Associate

Sue Senio and Brad Weatherill talking with clients at a boardroom table.

What makes us different

Adding value to your financial life

We take a plain-speaking, forward-thinking approach to managing your wealth. It's about saving you time and money, while providing you with complete financial peace of mind. Below are just a few of the ways we provide unparalleled service to help accomplish just that.

Alternative investments

When it comes to portfolio construction, our team doesn’t limit itself to the traditional asset allocation of stocks, bonds, and cash. Leveraging 30-plus years of experience, Brad visits top money managers across the nation to research alternative investments and recommend only the best for the portfolios we manage. Compared to more standard portfolio designs, a well-constructed portfolio with alternative investments aims to provide you with a better opportunity to grow your wealth, increase performance consistency, and minimize risk. They require a deep understanding of the markets, additional time and effort, and a relentless drive to deliver beyond the expected. It isn’t easy, but it’s the right thing to do.

We have trusted Brad and his worthy team with our investments for about 20 years now. Our confidence in their oversight has never wavered.

— Wanda & Allan Sunde

Weatherill Wealth – now that's a great team. Researching, evaluating, and fulfilling my dream. Handling stocks, bonds, and funds and remaining positive even when markets are tough. Charting, comparing, and buying only the cream of the crop.

— Dave Carlyle

A top-down view wealth professionals collaborating.

What we do

People-first mindset, process-driven skill set

Our time-tested process is the foundation of your wealth journey, and our genuine level of care comes through in the service we provide. That’s why we put you at the centre of it all, uncovering your needs and guiding you toward your goals.

Our process – Your wealth journey

Discovery

We meet with you to gain a clear understanding of your values, needs, and goals – both personal and financial.

Financial planning

We prepare a personalized analysis of your current financial situation and create a tailored, long-term plan based on your goals.

See example

Will & estate review

We help you address your various Will and estate planning concerns and recommend next steps to secure your legacy.

Tax planning

We recommend short- and long-term strategies that help you achieve your goals as tax-efficiently and effectively as possible.

Insurance review

We evaluate your insurance needs, and if it makes sense, proposed innovative life and disability insurance-based strategies to protect everything you have worked so hard to build.

Investment policy statement and proposal

We create a blueprint for your investment portfolio that is tailored to you. Once approved, by you, we put your recommendations in place.

Money symbol with protruding lines icon.

Business succession  planning

We help you prepare a robust transition plan, guiding you through your options and opportunities while providing peace of mind for the future.

Ongoing services and  regular reviews

We proactively seek out opportunities to grow your wealth, connect you to the right experts at the right time, and regularly update you on your portfolio performance.

Prior to working with Brad and his team we were with a financial institution that provided little to no communication and customer service. Brad and his team are 100% customer focused, they have created a financial plan which is constantly reviewed. They take the time to understand our financial situation and provide meaningful strategies for our financial future.

— Paula and John Kowalchuk

A multigenerational family sitting on the edge of a dock at sunset.

Who we serve

Offering insightful solutions to build, preserve, and enjoy your wealth

It has been our purpose and privilege to not only help build your wealth, but also bring simplicity to your financial lives. Whether you are running a business, overseeing funds for a third-party, or managing your personal wealth, we will tailor an easy-to-follow plan to ensure you reach your financial goals.

A professional looking out of an office window.

Individuals

Whether you’re growing your wealth, have recently received an inheritance, or are preparing for retirement, we have the expertise required to ensure you make the most of it – now and in the future.

A multigenerational family standing in a field at sunset.

Families

Our all-encompassing, full-service approach to managing your wealth is designed to help you build, strengthen, and leave a lasting legacy for generations to come, all while accomplishing your goals.

Professionals

From accountants and lawyers to medical professionals, we offer tailored, tax-smart advice personalized to your immediate needs and long-term goals to secure your financial future.

Business owners

Whether you’re starting, building, or selling a business, we simplify the complexities of your finances by considering tax efficiencies, managing risk, and providing in-depth planning for your next chapter.

Once you have reached this point in your life as a widow and live alone, it's important to have someone look after your investments. Brad and his team have looked after my late husband and I so well for a long time. Having someone manage my investments is not something I want to put on my family. Investments are what you have earned in your lifetime and it is important to be able to trust your advisor with them and I trust Brad fully.

— Karen Schurman

Brad and his team of wonderful people have treated us like family. Any phone call made to them is answered immediately or a call back is received shortly after, and they always resolve the issue. Their computer system is easy to follow with updates in real time. Brad sends out a weekly letter that includes a wealth of information on the market and other interesting subjects. He also personally mails a copy of our portfolio to us on a regular basis with suggestions to make changes for our benefit. We are in excellent hands with Brad and his team.

— Roger and Jeanne Hannon

A top-down view of a professional and a calculator.

Resources

Providing education, support, and personalized care

As a supplement to our tailored advice, we have gathered a series of custom blog posts and educational guides designed to enhance your financial life by giving you access to best-in-class insights for your wealth needs.

Brad’s Friday eNewsletter

Example #1

For some investors, the ability to visualize exponential growth may not be easy...

Example #2

Market volatility is a normal occurrence – but that does not make it any easier...

A pair of hands holding a golden goose egg.

Example #3

A smorgasbord of our most up to date thoughts and ideas for readers to enjoy...

A retired person looking over a statement.

Discover strategies, resources, and tips to help you make the most of your retirement.

Retirement checklist
To invest in an RRSP or not
Old age security & other government incomes
Pension income splitting
2025 – RRIF & LIF minimums and maximums
Spousal RRSP/RRIF
Locked in retirement plans
RRSP deduction limit statement
Pension income tax credit
Canadian Pension Plan (CPP)
Individual Pension Plans (IPP)
Retirement Compensation Arrangement (RCA)
RRSP quick tips
RRSP over-contributions
RRSP maturity options
Creditor protection of RRSPs & RRIFs

Explore a series of helpful articles related to every life cycle of your business and beyond.

Business owners guide to wealth management
Passive investment income in a corporation
Features of different business structures
Surplus cash in corporation
Selling your business checklist
Sale of your business – Planning the sale
Sale of your business – Year of sale
Sale of your business – After the sale
Incorporate or not?
Professional corporations
Intergenerational transfers of family business
Charitable donations through a corporation
Estate freeze
2025 combined corporate & personal tax rates
2025 integrated rates for active business income
Family farm and Will planning
Transferring your farm to the family
Selling your farm & lifetime capital gains exemption
Incorporating your farm
Medical professional guide
Health care professional wealth planning – Early years
Health care professional wealth planning – Starting out
Health care professional wealth planning – Peak earnings
Health care professional wealth planning – Retirement

Learn the basics of wealth and tax planning with a library of handy guides.

Financial and legal consideration on relationship breakdown
Family wealth management guide
5 strategies to minimize market fluctuations
2025 handy financial planning facts
2025 financial planning strategies for seniors
Tax planning basics
Income taxes at death
Tax Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)
Withdrawing from an RESP
Registered Disability Savings Plan (RDSP)
First Home Savings Account (FHSA)
Income splitting checklist
Income splitting & the attribution rules
Transferring future growth of a security to a spouse
Separating a joint account between spouses
Attribution rules on relationship breakdown (divorce)
Capital loss and tax loss selling
Principal residence

Ensure your wishes are clear and your legacy is defined for generations to come.

Will planning checklist
Power of attorney planning to protect yourself
Testamentary spousal or common-law partner trusts
Living/family trusts
Alter Ego and joint partner trusts
Changes to trust reporting requirements
Leaving a legacy
Estate planning for your RRSP/RRIF
Estate planning for your TFSA
The financial impacts of losing a spouse
Succession planning for Canadian vacation property
Introduction to charitable giving
Donation of publicly listed employee stock option shares
Executor job description: What you need to know
Executor and liquidator kit for settling an estate

Find insurance-based strategies to help you maximize your wealth.

Is insurance the missing piece in your wealth-transfer puzzle?
Top 10 wealth management strategies using insurance
Enhance your income and estate value with insurance-based solutions
Understanding corporately owned life insurance
The realities of why you need insurance
Protecting your wealth with insurance
Choosing the right insurance protection for your home and family

Simplify the intricacies of taxation for Canadians with connections to the US.

U.S. estate tax for Canadians
U.S. tax exposure: broader than you can imagine
U.S. estate tax – strategies for Canadians with exposure
Estate planning for U.S. transfer taxes
U.S. estate, gift and generation-skipping transfer tax (GSTT)
Moving from Canada to the U.S.
U.S. residency – Canadians travelling to the U.S
Canadian owners renting or selling U.S. real estate
Canadians investing in publicly traded U.S. securities

GIC Rates

We are able to provide great interest rates, due to the fact that we can search a wide inventory of Guaranteed Investment Certificates (GICs) offered by over thirty major financial institutions. Each GIC provider is insured through Canadian Deposit Insurance Corporation (CDIC) for up to $100,000.

Discover up-to-date rates for short-term, cashable, and fixed term GICs.

Our rates