Zuk Wealth Management of RBC Dominion Securities
Professional, personalized wealth management
You have important goals and objectives for the future. We have the expertise to help make them a reality.
Our experienced team provides personalized, comprehensive wealth management tailored to your unique goals. We have a disciplined investment management approach designed to support long-term financial security, and we work with our extended partners at RBC to offer you tax optimization, estate planning, and insurance strategies. Our relationship with you is built on trust, integrity, professionalism, and discretion.
Decades of experience working to get you the best results
Our team members have on average 20 or more years of experience in financial services, supported with strong educational qualifications. We are confident that we can understand your circumstances and provide valuable solutions. We cherish our clients and are always reachable.
We work really hard to fully understand you and your circumstances so that we can build a comprehensive plan for your future.
Our personal approach and personalized services centre on you and begin with getting to know you, your needs and your goals. We deliver what you need and do not push services and products that do not make sense for your specific circumstances.
What we do
Our comprehensive review of your current situation, goals and objectives allows us to build a plan that you can feel comfortable with. This plan includes:
Reviewing your current financial profile, including your existing assets, sources of income and expected expenses.
Understanding your concerns and aspirations going forward – retirement goals, spending plans, distribution of your estate, etc.
Building an investment portfolio that meets your objectives without taking unnecessary risk.
Providing solutions for tax minimization, estate distribution efficiency, wealth protection, business succession and other areas—bringing in our extended team of specialists where needed.
How we do it
A detailed initial discovery meeting where we identify all the critical elements we need to build a plan.
Structuring your portfolio to optimize annual tax risk as well as estate tax risk.
A detailed review each year to make sure we are on track with the plan, adjusting as circumstances change.
Regular contact with you via phone, email and newsletters.
Liaising with your accountant and lawyer where needed, particularly during tax season and for more detailed planning.
Access to your account information online.
Helping other members of your family.
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.