Weber Wealth Partners 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.
Setting out on the right path is the key to successfully achieving your goals, whether in life, or investing your life's savings. But how to find the right path? Similar to building a house, it all starts with a well thought out Blueprint...your Plan. This is the cornerstone of Wealth Management. It's what we do.
Check out this video to see and hear more about Wealth Management. And when it comes to guidance with your personal or corporate planning and investment management, my team of experts and I are here to help you. We have access to the leading advisory experts in the country, including Financial Planning Specialists, High Net Worth Planners, Will & Estate Consultants, and more. Then we can custom design a portfolio to meet your specific needs, and more importantly, to fit your plan. Whether you wish to be fully involved in the investment implementation or delegate the responsibility to us, you will have access to the full spectrum of investments, including stocks, bonds, ETF's, mutual funds, options, private placements and insurance solutions.
I invite you to contact me today to get you started on the right path.
Realizing Your Vision
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
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 design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
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.
Who we help
Our services are best suited for those who require a higher level of professional service. Ultimately, our clients tend to have portfolios above $1 Million or are very serious about building wealth, and are normally referred to our team when they’ve outgrown their current advisory channel. We also reach out to specific individuals from time to time who we believe may benefit from our approach.
Some of our clients include:
Business Owners and Entrepreneurs
As a business owner you need to focus on the things that make you successful. To protect and maximize the fruits of your labour we provide strategic advice that allows you to enjoy your success. We act as a quarterback to work with the professionals in your life (e.g. accountant, lawyer, etc.) to ensure that the advice you receive is complete and accurate. We specialize in strategies that help transfer wealth from your business to your family and help protect your achievements along the way.
Retirees, Widows and Widowers
You have dedicated your life to your work and your family, building a nest egg for retirement. It is paramount that we conduct a plan to ensure that your lifestyle spending in retirement can be sustained given your now limited ability to grow your wealth through employment earnings. Many of you have little or no experience or interest in managing investments, and we help you with that.
Legal Professionals
As a legal professional you hold yourself to a high educational standard and you should expect the same from your financial advisory team. We are professionals in much more than just investment management. We can advise you on strategies that help you plan and protect your wealth today to ensure that your hard work produces the results you desire in the future. Financial planning, family trusts, and advanced insurance strategies are just a few of the areas we typically assist with.
Medical Professionals
We specialize in dealing with the complex financial needs of medical professionals. Exceptional service is a big part of how we work with medical professionals in their busy lives. Our expertise covers professional incorporation, income splitting, individual pension plans (IPP) as well as family trust and other advanced planning options.
High Net Worth Families
Managing and planning of assets is key to ensuring that multiple generations enjoy the success of your family for years to come. We take the time to understand your desires and work with the other professionals in your life to recommend and implement strategies. Some strategies may include a family trust, spousal loan, or insurance.
Should We Work Together?
Our services are not right for everyone, but if you appreciate the benefit of my four decades of investment experience with our firm, coupled with the finest team of resources that RBC and RBC Dominion Securities bring to the table, we should definitely meet for a simple introduction.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.