Wilke Wealth Management Group of RBC Dominion Securities
For those who've built wealth - and expect more from it
Elevating the Wealth of Business Owners, Professionals, and Affluent Families
Led by Matthais Wilke, CFA, the Wilke Wealth Management Group provides clarity through a structured advisory process that helps you preserve, grow, and transition your wealth across generations.
Whether it's optimizing corporate cash, designing intergenerational plans, or accessing exclusive investment opportunities, we deliver a refined experience built for those who demand more than average advice.
Your success deserves a wealth strategy with structure, sophistication, and purpose.
Meet your team
We act as your financial quarterback - bringing together best-in-class investment managers, tax strategy, and estate planning into one cohesive plan
The Dominion Clarity Method
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Phase 1: Discovery and Fit
The Wilke Wealth Management Group begins with a one-on-one conversation with you, focused on what matters most to you. We identify key financial inflection points, such as business transitions, tax inefficiencies, unstructured planning, and intergenerational issues. This discovery phases helps determine whether or not we are the right team to serve your needs.We don't try to be everything to everyone - we work best with clients who wants strategic clarity, not cookie-cutter solutions.
Phase 2: The Alignment Review
To get a full financial picture, we act as custodians for your current investment accounts. Using our family office team, we run a deep-dive planning analysis to evaluate structure, risk, tax exposure, and succession gaps. We also identify inconsistencies between you current setup and your future goals. At this stage, many clients say, "We didn't realize how disconnected everything was."
Phase 3: Strategic Planning and Design
Next, it is time to build an integrated blueprint. Our team delivers a personalized, written financial strategy that covers tax optimization, investment design, withdrawal and income sequencing, estate and legacy structure, and business succession integration. If appropriate, we facilitate meetings with your accountant and lawyer.
Phase 4: Investment Strategy Execution
Implemented with precision and purpose, our team transitions portfolios gradually - based on what your plan indicates, not emotion. We create institutional grade portfolios: dividend and growth equity mix, yield strategies, and access to alternatives. You get full transparency and a clear rationale behind every decision.
Phase 5: Ongoing Stewardship and Review
Finally, our team keeps your plan and portfolio aligned as life evolves. Regular check-in's focused on goals, not just markets, are conducted, along with productive reviews before tax season, business decisions, or life transitions. This ongoing stewardship and review includes strategic support for children, family trusts, and legacy planning. Our best clients treat us like part of the family, because we treat your finances like our own.
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.
Wealth Management for Entrepreneurs
Successful entrepreneurs face a unique challenge: your wealth isn't just in an investment account - it's tied to your business, your cash flow, and your future exit strategy.
The Wilke Wealth Management Group works with business owners who want to turn their enterprise into enduring personal wealth. We coordinate with accountants, lawyers, and private bankers to optimize every layer of your structure - from the corporation to the family trust.
How We Help:
- Corporate Cash Management: Deploying retained earnings strategically through investment structures that preserve liquidity and safety.
- Exit and Liquidity Planning: Preparing for succession, sale, or transition - ensuring wealth is transferred tax-efficiently and deliberately.
- Tax-Integrated Portfolios: Structuring personal and corporate investments to reduce taxes and create smoother cash flow.
- Family Office Coordination: Aligning personal, corporate, and estate strategies with your professional team of advisors.
We help you turn business success into generational wealth.
Elevating the Financial Lives of Professionals
As an incorporated professional - physician, lawyer, engineer, consultant, or realtor - your wealth strategy must extend beyond the practice. You balance corporate earnings, personal withdrawals, and investment decisions that directly impact your long-term independence.
The Wilke Wealth Management Group helps professionals design structured, tax-efficient strategies that allow your hard work to translate into true financial flexibility.
How We Help:
- Corporate and Personal Integration: Aligning retained earnings with your personal portfolio and retirement strategy.
- Tax-Deductible Fee Management: Utilizing corporate structures to invest efficiently and preserve after-tax returns.
- Financial Independence Planning: Building a roadmap for when - and how - to transition from active practice.
- Risk-Managed Investment Portfolios: Combining public and private market strategies for stability and long-term growth.
Sophisticated wealth management designed for professionals with ambition.
Protecting and Growing Family Legacies
For affluent families, financial success brings priorities - preservation, protection, and purposeful transfer to the next generation. The Wilke Wealth Management Group helps simplify complexity and create clarity around wealth, legacy, and shared values.
Our approach integrates portfolio management, estate planning, tax strategy, and intergenerational education - all coordinated through RBC's Family Office team.
How We Help:
- Intergenerational Wealth Transfer: Structuring efficient estate strategies that minimize tax and maximize legacy.
- Family Governance: Helping families create frameworks for decision-making and shared stewardship.
- Private Investment Access: Leveraging institutional opportunities such as private equity, private credit, infrastructure, and hedge funds.
- Philanthropy and Impact Planning: Aligning charitable giving with your values and long-term goals.
Clarity, control, and continuity for multi-generational families.
Wealth management
The CFA Advantage
When clients works with a CFA Charterholder, they benefit from a level of discipline, analytical depth, and fiduciary care that extends far beyond traditional investment advice.
Family Office Planning
The Wilke Wealth Management Group serves as the central hub for your family's wealth strategy - aligning financial planning, investment management, estate structure, and tax efficiency under one coordinated vision.
Investment Approach
By combining traditional public markets with exclusive access to private equity, private credit, hedge funds, and infrastructure, we design portfolios that seek to preserve capital, reduce volatility, and drive long-term compounding growth.
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.