Our Wealth Management approach

It all starts with you.

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture. Managing finances, minimizing taxes, planning for retirement, or structuring an estate in a tax-efficient manner may also be required.

Because these various aspects of managing wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses the financial concerns at each stage of life.

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

At RBC Dominion Securities, wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence to make sound financial decisions, freedom to live life the way you want and a clear roadmap for your financial future.

Take a moment to explore what wealth management means at RBC Dominion Securities:

Personal advice and service

Your relationship with us starts with your personal Investment Advisor. A dedicated professional, your Investment Advisor devotes time to fully understand your financial situation, life goals and tolerance for risk when creating a strategy that is right for you.

Our Investment Advisors

An approach designed around you

We believe your financial success depends on having a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you create a long-term strategy appropriate for your situation. To accomplish this, we follow a five-step wealth management approach:

  • Step 1: Introduction
    Explain how wealth management can help you achieve your goals, and determine if it’s right for you.
  • Step 2: Discovery
    Gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives.
  • Step 3: Strategy
    Analyze your financial and personal information to match your objectives with time-tested strategies.
  • Step 4: Solutions
    Develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Step 5: Service
    Review your situation regularly to ensure your financial objectives are being met.

Guidance for each stage of your life

Your situation changes, financial markets change and the factors that determine investment success can also change. Your wealth management strategy needs the flexibility to anticipate and respond to these changes. That’s why we are committed to guiding you through each stage of your life to help you meet your objectives:

  • Stage 1: Accumulating wealth (Growing assets)
    We develop strategies to achieve your key financial objectives, including planning for retirement, funding a child's education or preparing for a major purchase.
  • Stage 2: Protecting wealth (Maintaining assets)
    We help you manage risk to protect your financial well-being, maintain your independence, enhance your lifestyle and preserve family harmony.
  • Stage 3: Converting wealth (Creating an income)
    We find ways to reduce your annual taxes and maximize your after-tax retirement income. We determine which types of income to use and how to best utilize your assets.
  • Stage 4: Transferring wealth (Creating a legacy)
    We plan your estate in conjunction with your other advisors. We help create your legacy for family and charity, while addressing tax obligations and debts.

Solutions for all you wealth management needs

Wealth management at RBC Dominion Securities extends beyond investment advice and money management. We help you protect your lifestyle, protect and grow your business, manage your nest egg, plan your retirement, educate your children, create your legacy and more.

We will guide you—and your family—through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Explore all the needs we can meet

Explore our solutions and services

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