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Wen Family Wealth Group of RBC Dominion Securities

Your Legacy. Our Priority. An integrated Family Office experience designed for enduring wealth and a total peace of mind

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Meet our team
Call (604) 665-0460 or fill out the contact form below and we’ll be in touch.

You have dreams. We have the expertise to help 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.

Wendy Wen, President of President's club


In 2021, Wendy Wen won the Donald J. Langill Memorial Award, and was named President of the President’s Club for RBC Dominion Securities. This prestigious honour recognizes Wendy’s leadership within our firm, and the excellent quality of service Wendy provides her clients. Since 1951, RBC Dominion Securities has been recognizing the achievements of its top advisors for the first four years of their career through the President’s Club.

A group photo of Wendy Wen, holding a silver trophy, with three other members of the President's Club, dressed in black-tie attire.

Ready to get started?

The first step is a conversation

Professionals at your service

Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.

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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

You have worked so hard to be where you are. We can help you continue to build your wealth, as we draw a roadmap to your financial dreams. My job is to map out your route for you, search for the right financial solutions, and execute them with continuous monitoring and re-evaluation in order to keep you on track.

How we do it

We offer a consistent and personalized tax-smart investment process based on a strong value-based investment philosophy. Our goal is to help you grow, manage and protect financial wealth that lasts for generations.

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.

Professional investment management
Multi-generational support
Risk management

Giving back

At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.

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Youth mental health and prosperity

RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.

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Environment

As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.

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Older Canadians

We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.

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Economic female empowerment

RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.

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Arts and culture

RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.

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Healthy, prosperous communities

RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.

Guides

Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.

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Family wealth guide

Ten strategies to build and protect your family’s wealth

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Business owner's guide

Ten key decisions for business owners

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Estate planning guide

How planning for tomorrow – today – can help your estate aspirations

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Financial planning facts

Comprehensive list of key information, such as deadlines, contribution limits, and tax facts

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Retirement checklist

Handy resource geared to help you make the most of retirement

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Tax reporting guide

Summary of the important dates and tax information required for your annual tax return

Ready to get started?

The first step is a conversation

Insights

Read the latest on markets and more from our team as well as experts and thought leaders at RBC.

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Market Update | March 16th, 2026

March 16, 2026
|
Wendy Wen, CFP, CIM
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Choosing an executor: Four characteristics to watch for

RBC Wealth Management
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Financial planning checklist for older Canadians

RBC Wealth Management

Event

Safeguarding your legacy: Protecting your business and real estate

In-person

Join Wendy Wen and an elite panel of legal, financial, and banking experts for an exclusive one-hour seminar designed to equip you with actionable strategies to safeguard your business and real estate assets, minimize tax exposure, and ensure your life’s work transfers seamlessly to the next generation.

What to expect:

  • Legal and structural strategies to protect your business and real estate
  • Tax-efficient solutions using insurance and trusts
  • How to create liquidity for your heirs without selling assets
  • Interactive Q&A with industry experts
  • Light refreshments and networking

Date: Thursday, April 9, 2026

Time: 12:00 p.m.–1:00 p.m.

Location: RBC Dominion Securities, 1055 West Georgia Street, 32nd Floor Boardroom, Vancouver, BC V6E 3P3

Get in touch

Email: wendy.wen@rbc.com
Phone: 604-665-0460







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