Wolfe Jonas Wealth Management of RBC Dominion Securities
Preserve Capital & Grow it Responsibly
Our Services
Private Investment Management
- Individual & Family Investment Portfolios
- Corporate Investment Portfolios for Owner-managed Businesses
- Foundations & Charitable Organizations
- Cash Management
Financial Planning
- Retirement
- Tax
- Estate
- Business Transition
Life Insurance
- Term
- Permanent
- Critical Illness
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
What is Private Investment Management
What is Private Investment Management?
Private Investment Management is an elite service within RBC Dominion Securities providing discretionary portfolio management from accredited Portfolio Managers.
Portfolio Managers must attain a higher level of qualification than traditional investment advisors, while adhering to strict risk controls and our fiduciary responsibility to our clients.
A portfolio management platform with multiple levels of risk controls at the portfolio manager and head office level, ensuring accounts consistently reflect the underlying risk tolerance of our clients.
What it Means for You
Freedom from the day-to-day details and decision-making of managing your wealth, while being informed with comprehensive quarterly performance reporting and on-demand portfolio metrics.
A dedicated team managing your wealth, who as Portfolio Managers and fiduciaries, manage your portfolio based upon a documented Investment Policy Statement.
Portfolio risk monitoring by an independent third party.
Personal and Corporate tax-planning strategies built directly into your portfolio.
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.
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.