Westcott Wealth Management 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.
We provide conservative investors with comprehensive investment advice and a full suite of Wealth Management services. Our core strategies are to preserve capital, to create portfolios that comprise tax-efficient income and, to grow your wealth over time. We also have a highly experienced team of in-house experts to draw on that can work with you to develop a Financial Plan, sort through complex Will & Estate issues and, determine whether or not you have adequate insurance coverage for your family or your business. These are just a few examples of the ways which we can help.
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
A sound investment philosophy
We strongly believe that our in-depth ‘life discovery’ process will give you the confidence to know that your needs are clearly understood. This first step is the groundwork for defining how your long-term investment objectives and lifestyle goals will be met.
The next step is to turn your financial objectives into portfolio characteristics and then present it to you with a defined asset mix and investment policy statement. Our process is designed so that we both have a financial roadmap to follow and that the necessary steps are taken to build a successful relationship that lasts for many years
The end result of our financial advisory process is that you have a highly personalized, customized and integrated financial portfolio that is tailored to meet your specific financial needs and life goals.
You will then become part of an ongoing process that allows us to monitor, review and respond to changes in your objectives, while being disciplined enough to maximize financial returns.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
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.