Navigate through challenges and opportunities with confidence
Yang & Wu Private Client Group is your partner in safeguarding your wealth and legacy. Our personalized suite of services encompasses financial planning, tax and estate planning, investment management, insurance, and philanthropic advising. Through enduring relationships built on open communication and trust, we are dedicated to realizing your aspirations and ensuring a thriving legacy for future generations.
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 personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
How we help
Supported by RBC Family Office Services, we understand the complexities of managing family wealth. Our services are designed to simplify this process, allowing you to focus on what matters most: your family and your future. We offer comprehensive wealth management solutions tailored to your unique needs, values, and goals. These include family governance, wealth planning, succession planning, and philanthropic services.
Our Process
We follow a disciplined five-step process to provide you and your family with comprehensive wealth management. After introducing you to our services, we gain a deeper understanding of your needs, goals, and situation to help clarify your financial objectives. We then match your objectives with smart, time-tested strategies to develop thoughtful, creative solutions.
Once your plan is implemented, we conduct regular reviews to ensure your objectives are being met in light of changing needs and the evolving economic landscape.
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.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Our Services
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.