If it’s important to your family, then it’s important to ours.
In our experience, financial success often comes down to having a plan made by people who know what they’re doing, but above all, care deeply about those they’re advising.
We’re a tight-knit team of experts with a client-first mentality, and we’re dedicated to helping your wealth endure.
Our family is an extension of yours
We cherish our team’s unique culture, knowing it provides a safe, family atmosphere where new ideas are welcome, communication is direct, and solutions to our clients’ pressing questions come about quickly and with care.
Yvonne Chan
Briah Marks
Joe (Yang) Wang
Kartikeya Singh
Abhijith (Abhi) Gowda
Ronak Shah
Cassandra Kwan
Lainey Boudrias
Jack Liddell
“It is nice to know that the people you are working with, determining the quality of your retirement, understand what we require as a family and they do care.”
– Kevin and Denise
HOW WE HELP
A family approach to managing family wealth
We’re here to provide you with a higher level of insight, exceptional client service and help you make the best possible financial decisions for yourself and your family.
How we help families
There's comfort in having the same answer to most of life's questions: whatever is best for my family.
Legacies that last lifetimes
Family wealth is most likely to endure when every member understands their history and is aligned in values and mission. We help you, your children, and your children’s children define what wealth means to your family, so we can translate your collective vision into a comprehensive financial plan.
Serving your family’s every need
From building an intimate understanding of your family tree and coordinating family meetings to establishing appropriate governance structures or building a plan around business succession – we’re here to coordinate all aspects of your financial life.
Investing with your goals at the centre
We don’t chase trends; we steadily grow wealth. With discipline, tax-smart strategies, and by always starting with a plan, we can build your investment portfolios to stand the test of time.
Empowering through education
An educated client feels more confident in their decisions and direction. We empower you in your finances at every step of the financial planning process while helping your children become better stewards of the family legacy.
Plan for peace of mind
Our clients count on us to provide exceptional service, excellent advice, and always come through. It’s a responsibility we take incredibly seriously. It’s the answer to why we do what we do.
One phone call away
We’re here for you in moments of celebration and crisis. If a decision, event, or milestone impacts your financial life in any way – we’re your first call for the advice and support you need.
Expertise for every need
From business planning and lending solutions to estate planning and strategic giving, we have the expertise to help you navigate the complexities of building and preserving wealth.
A plan that grows as you do
Every financial plan is completely customized and regularly reviewed so that we can ensure your plan, at all times, reflects your changing goals and growing family.
Passionate about results
We believe that comprehensive financial planning is a prerequisite to successful investing. We own your plan, are obsessed with the details, and deliver results.
CLIENT STORIES
The advice you need for the road ahead
Every client becomes a part of our family, and we can’t help but care deeply. Our genuine passion for achieving our clients’ goals and being there when they need us most is what drew each of us to this business in the first place.
Preserving wealth to secure their daughter’s future
When parents Denise and Kevin get life-changing news, wealth management planning to secure their daughter’s future takes top priority.
A grieving brother receives estate settlement expertise and support – when he needs it most
When Garry’s brother Greg suddenly passed away, leaving him to pick up the pieces, he welcomed the compassionate guidance of our expert team.
New country, new hope for the future
Establishing a new life in Canada was made easier for John, Yolanda and family by the full-service guidance provided by Yvonne Chan and her team.
Professional couple disillusioned with investment industry – until now
After years of trying different financial advisors, Louise and Don find the holistic approach they were looking for with our team.
Two business partners of 13 years were ready to sell their business. We were ready to help.
Our expertise helped these business owners achieve an unexpectedly high sale price for their business, along with significant tax savings.
Women empowering women in wealth
When her 35-year marriage ended, Janet found answers to her financial questions from Yvonne Chan and her team, along with the reassurance she needed to move forward.
One-of-a-kind events
What makes our events different from the rest is that they are engaging, informative, and, above all, thoughtful. Whether it’s organizing a build-your-own charcuterie board class, renting a theatre, or celebrating your family’s milestones, we love making memories.
Market update: Soft landing amid uncertainty
Events coming soon...
Global Insight Monthly
Download The Global Insight Monthly for an in-depth review on:
- Major market moves this month
- RBC Investment stance
- Global equity and fixed income analysis
- Leading market index performance
- Economic indicators
- Currency and commodity markets
- Key forecasts
- Upcoming events to watch
Portfolio Advisory Insights
Wealth management guides
Estate planning guide
Retain more of your assets, protect your estate and leave a lasting legacy.
Charitable giving guide
When done properly, charitable giving benefits both society and you, the donor.
Retirement checklist
This checklist may serve as a handy tool in helping make the most of your retirement.
Tax planning resources
2025 handy financial facts
A quick guide that outlines contribution limits, tax deadlines, pension amounts, and more.
Tax reporting guide
Important dates and required tax information to help prepare your annual tax return.
Online services and statements support
Signing onto WM Online for the first time
Safely access the information you want about your accounts.
Understanding your monthly statements
If you have any questions regarding your statement, please give us a call.
GIC rates
The latest GIC rates from various financial institutions.
Yvonne Chan Family Wealth of RBC Dominion Securities
Email:teamchan@rbc.com
Phone:905-897-8466