Zand Wealth Management of RBC Dominion Securities
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.
What we do
Working closely with a dedicated team of experienced RBC Wealth Management professionals, I create your customized investment plan and portfolio that can adapt to external conditions and transitions in your life. We also develop your comprehensive, multifaceted wealth plan which may include considerations for estate and legacy, tax efficiency, business succession, and philanthropy.
How we do it
Service is central to my practice. Working with a select group of clients, I’m able to devote a high level of attention and care to each family I serve. As my client, you can expect timely communication, prompt answers to your questions, and clear, informed perspectives to help you navigate the markets and your financial life with confidence.
Clients we work with
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.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
The Wealth Recap with Rey Zand
Transferring wealth to the next generation requires thoughtful planning and strategic execution. In these videos, Rey Zand shares practical tips that can help protect your legacy and ensure your wealth is passed on smoothly, successfully, and according to your wishes. Whether you’re beginning to plan for the future of your wealth or refining an existing strategy, these insights can help you navigate the next step with confidence.
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.