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RBC DOMINION SECURITIES INC.

RBC Wealth Management

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Elevate your wealth into something more with a personalized approach that puts
your goals, aspirations and priorities first.


 * Who we are
 * Our solutions
 * Our approach
 * Leadership




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.

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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 firm1 and is backed by Canada's leading financial
institution.2 As 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.



1 Strategic Insight’s Retail Brokerage and Distribution Report—Canada (Fall
2020).
2 Based on market capitalization as of April 30, 2021.




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.


All wealth management solutions


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

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Speak to an RBC Dominion Securities advisor to help build and protect your
wealth.




Find an advisor



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.


RBC Wealth Management's integrated approach


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.


Learn more about RBC Wealth Management Online



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



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FIND AN ADVISOR

 * Find an investment advisor
 * Find an investment counsellor
 * Find a private banker

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Contact us


OUR APPROACH

 * How we help


SOLUTIONS

 * Individuals and families
 * Business owners and entrepreneurs
 * All solutions


INSIGHTS

 * Our insights


NEWS AND MEDIA

 * Newsroom


ABOUT RBC WEALTH MANAGEMENT

 * About us
 * Awards
 * Community involvement
 * Our leadership


WORK WITH US

 * Careers
 * Experienced advisors
 * Diversity and inclusion
 * Global generalist program


DIVISIONS

 * RBC Dominion Securities
 * RBC PH&N Investment Counsel
 * RBC Royal Trust
 * RBC Private Banking


PRIVACY AND LEGAL

 * Privacy and security
   
 * Legal
   
 * Accessibility
 * Resolving your concerns
 * Unclaimed property
   
 * IIROC AdvisorReport
   
 * Member - Canadian Investor Protection Fund
   
 * Rates and foreign exchange

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