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Wealth Management Approach

At RBC Dominion Securities Inc., we have been helping clients achieve their financial goals since 1901. Today, we are a leading provider of Wealth Management Services, trusted by more than 400,000 clients globally.

Our team offers tailored financial solutions and investment strategies for high net worth individuals and their families. As RBC Dominion Securities Wealth Managers, we provide independent investment advice and recommendations specific to your needs and objectives. We do not recommend off-the-shelf, one size fits all products. Instead, our approach begins with an in-depth discovery of your needs and objectives. Following our discussions, we draft a customized Investment Policy Statement (IPS) that establishes in writing your goals and concerns. Your IPS outlines the guidelines and investment recommendations that are most suitable for your situation. And on an ongoing basis, we monitor and evaluate your portfolio, making sure it continues to hold appropriate investments based on your financial situation.
 
Capital preservation is our number one concern; you are coming to us with your wealth, our priority is to preserve and build your wealth in a prudent manner.

In addition to professional investment advice, we also offer a range of services that address tax, estate and financial planning needs. For more information on any of the investment or financial products and services provided by RBC Dominion Securities Inc., please contact any member of our team via phone or e-mail using the Contact Us link to the left.