Wen Family Wealth Group of RBC Dominion Securities
Your Legacy. Our Priority. An integrated Family Office experience designed for enduring wealth and total peace of mind
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.