White Private Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
The continued realization of our clients' financial goals is our top priority.
Taking care of your financial well-being can occupy a great deal of your time and energy. That is why we take a goals-based approach to assisting our clients with managing their finances. Our dedicated team and vast network of industry-leading experts will build a wealth strategy that is tailored to your unique circumstances and objectives, so that you are empowered to leave the day-to-day demands of wealth management to us. Use your free time at your discretion and let us take care of the rest!
IMPORTANT - FRAUD ATTEMPTS
It has come to our attention that someone is impersonating Peter White and contacting clients with the premise of discussing urgent financial decisions.
Please know, we would not contact clients that we do not already have a relationship with, to discuss such matters.
These incidences are being escalated within RBC as per our security protocols and we ask that you not engage with this impersonator, should you be contacted.
If you would like to report an incident, please contact Andrea Strayer at andrea.strayer@rbc.com and she will forward it to our management team.
Thank you very much.
Professionals at your service
Managing your financial well-being takes time and expertise. Our goals-based approach helps create a tailored strategy, so you can focus on what matters most. Let our experienced team handle the daily demands of wealth management with care, insight and professionalism.
It all starts with you.
Our personal approach and personalized services centre on you, and begin with getting to know you, your needs and your goals.
What we do
What is the number that will give you peace of mind, dignity and independence in retirement? Although it can be difficult and intimidating to quantify, it is possible to create an achievable plan, tailored to your individual needs. We are your partner in building your custom financial road map, to help you get from where you currently are to where you want to go. As you navigate your journey to financial freedom, no matter what challenges lie along the way, we will be there with you as your financial “problem-solvers.”
How we do it
White Private Wealth Management of RBC Dominion Securities has over 100 years of combined industry experience, and we are proud to combine our vast and unique experiences to serve you. We specialize in addressing the complex needs of managing significant wealth. Our holistic approach includes portfolio management, tax, estate, insurance, and big-picture comprehensive financial planning services, in collaboration with our industry-leading partners throughout RBC. We take care of the day-to-day management of your finances, so you can concentrate more on what matters most to you.
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.