Whitehead Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
The people behind the advice
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.
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.
Client testimonials
What our clients say:
"Sheila has been guiding me for financial investments for many years. I have a high level of trust with her and her decisions on my behalf. I really appreciate her great service."
F.B
"I have enjoyed my meetings with Sheila because of her non-aggressive but very effective style, and wouldn't hesitate to recommend her to anyone."
J.S
"I spoke to my accountant yesterday and twice he commented what good work you are doing on my behalf. Praise from an accountant must be the ultimate compliment. I thank you."
J.M
"This is the first time I have had an Advisor that I do not feel intimidated by. Sheila makes me feel very comfortable. She has the patience of a saint because she will keep explaining until I understand. She is very responsive to my needs. She always returns my phone calls promptly and follows up immediately. I always enjoy meeting with Sheila. Even though investments are a serious business, we still manage to have a few laughs!"
D.D
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.