Woodworth Wealth Management Team 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.
Our team brings institutional expertise and a personalized approach to wealth management. With a "do whatever it takes" commitment to your success, we combine sophisticated tools and best-in-class resources with genuine, attentive service. We don't just manage wealth—we partner with you to achieve your unique goals, no matter how complex.
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 personalized approach and service centres on you. It begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios with a disciplined process to help keep you on track to meet your needs, both now and in the future. 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.
Insights
Read the latest on markets and more from our team, as well as experts and thought leaders at RBC.