RBC Wealth Management
Elevate your wealth into something more with a personalized approach that puts your goals, aspirations and priorities first.
Professional wealth management since 1901
At RBC Dominion Securities, our vision is simple: to always earn the right to be your first choice for wealth management services.
More about RBC Wealth Management
For more than a century, our dedicated investment advisors have helped individuals, families, businesses, charitable foundations and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and extensive wealth management solutions.
Today, RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm1and is backed by Canada’s leading financial institution.2As our client, you have access to a full suite of resources, including the expertise and personal attention of your advisor.
Through our affiliation with RBC and RBC Wealth Management, our advisors work seamlessly with a broad network of professionals in estate and trust planning, private banking and more to provide you with a comprehensive plan for your wealth.
1Investor Economics’ Retail Brokerage and Distribution Report—Canada (Fall 2023).
2Based on market capitalization as of January 31, 2024.
Our commitment to you
We believe that helping you build your financial success depends on having a clear idea of what you want to accomplish in life, coupled with an understanding of your risk tolerance.
As our client, you have a dedicated advisor who takes the time to learn about you, your family and your business—and your goals for today and the future.
Our advisors work with you, drawing upon the full resources of RBC Wealth Management.
Investing
Investment management
Choose how your investment portfolio is managed, based on a customized strategy that reflects our insights, your risk tolerance and your personal goals.
ESG and responsible investment
Develop an investment portfolio based on a greater purpose to create positive social and environmental impact.
Wealth planning
Financial planning
A personalized plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your family.
Estate planning
From yesterday to today to tomorrow, your wealth tells a personal story. We’ll help you align your plans with your wishes and the legacy you envision.
Tax planning
Make the most of your wealth with strategies that can help you protect your assets and address your individual or family tax situation.
Charitable giving
Support the organizations and causes that matter to you by incorporating a charitable giving strategy into your overall wealth plan.
Business owner planning
Move confidently through each stage of your business life cycle with personalized planning—backed by expert insights—to meet your evolving needs.
Business succession planning
Feel confident about your next chapter, whatever it may be, with a succession plan that positions you and your business for the best possible outcome.
Financial literacy
Everyone can benefit from developing their financial literacy skills. Set all family members up for success with our financial education tools and resources.
Funding education
Help your loved ones put their best foot forward with strategies that focus on education savings. We’ve done the homework for you.
Retirement income planning
Enjoy the retirement you’ve envisioned with sound strategies tailored to your individual priorities and goals.
Legacy planning
Create an enduring family legacy, simplify your estate and pass down your wealth and values with personalized planning.
Group pensions and retirement savings plans
In a competitive job market and an often-shifting economy, set your company apart with attractive benefits for your employees.
Let’s talk about your financial future
Speak to an RBC Dominion Securities advisor to help build and protect your wealth.
How we work with you
Your relationship with us starts with the selection of your personal advisor, who devotes time and energy to fully understand your financial situation, life goals and tolerance for risk when creating a wealth management strategy that’s right for you.
Your advisor can also access the full resources of RBC and RBC Wealth Management to tailor the investment and wealth management services you need. To help you meet your objectives, your advisor will be there to guide you through each stage of your life.
Convenient access to your account online
Our client portal, RBC Wealth Management Online, lets you securely access your account whenever you want from your computer, tablet or smartphone.
Once you sign in, you have a consolidated view of your RBC Dominion Securities account balances, holdings and transactions. You can also make real-time fund transfers, send secure messages to your investment advisor and get real-time quotes.
Our regional directors
Together, we focus on building a culture where our clients thrive and our communities prosper. Their success motivates us and fuels our innovation.
Jérôme Brassard
Vice President and Regional Director, Quebec
Aaron Foster
Vice President and Regional Director, Metro Toronto, Central and Northern Ontario
Cal Malhiot
Vice President and Regional Director, Alberta
Chris Oosthuizen
Vice President and Regional Director, British Columbia
Stewart Robinson
Vice President and Regional Director, Atlantic Canada
Kelly Scrivens
Vice President and Regional Director, Eastern and Western Ontario
- Regulated by:
