The So Wealth Management Group of RBC Dominion Securities
More than investment advice
Investment advice done right
Our relationship with you doesn’t begin and end with investment management. On an ongoing basis, we ensure you receive the knowledge, attention and personalized advice to feel confident in your overall wealth strategy. From educational seminars to detailed portfolio reviews, we consider it our role to foster your financial and personal development.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Planning tools
Wealth Planning Tool
How does our wealth planning tool support your financial decisions?
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
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.