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The Grey Wealth Management Group of RBC Dominion
Securities provides a focused investment strategy that is customized to meet our client's individual needs. Supported by the firm's extensive resources, we use a "hands-on" management style and are proactive in our approach to Portfolio Management.

Our approach is based on a foundation of understanding our clients' particular needs.  These needs are determined through a constant assessment of your financial situation and documented in a Financial Plan and Investment Policy Statement.  Through this process, we construct a complete Wealth Management strategy for you, your family and business interests.
 
Our typical clients include:
 
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Successful executives looking to enhance the growth of their wealth
  • Business owners who need help managing their personal and business assets
  •  Professionals requiring assistance with their personal assets and a trusted partner with shared clients

Our team is lead by Jim Grey, who has over 25 years experience in the industry and has been the recipient of our firm's prestigious Chairman's or Executive Council designation for 23 consecutive years.  He is supported by both Chris Grey and Bruce Grant; Investment Advisors each with several years in the industry as well as extensive prior banking experience.  The trio of Advisors are further supported by two Associates that help assist with on-going day to day administration for our clients.
 

 Click here to view a message from our National Director.
 
 
Jim and his team help individuals, families and businesses with wealth management, investment management, estate planning and risk management.

Please refer to the "Meet Our Team" section for more in-depth descriptions of who we are.

Our Extended Team

To provide a holistic approach to our clients' investment needs, we work closely with various specialists, including an estate/will consultant, insurance consultants, financial planners and mortgage specialists. Check out the "Meet Our Extended Team” section to get an overview of what these professionals can provide for you. We offer these complimentary services to ensure all our clients' financial needs are fully satisfied.

We welcome the opportunity to meet with you to discuss how we can partner together to meet your financial and lifestyle goals.