A partner in your success

About us

As a team of passionately dedicated professionals, we want to do all we can to help you live the way you want to live, today and tomorrow. Simply put, you deserve to Get The Most Out Of Life®—this is why we exist.

RBC Wealth Management Financial Services Inc., an insurance agency and wholly-owned subsidiary of RBC Dominion Securities Inc., offers insurance advisory services across Canada.

Rely on our expertise and integrity

As a leading provider of insurance solutions in Canadian wealth management:

  • We are a business integrated with the most comprehensive wealth management organization in Canada
  • We are a team of more than 150 highly qualified professionals committed to your success
  • We partner with the best internal and external resources in the financial services industry
  • Our clients have entrusted us with over $45 billion of insurance estate benefit coverage under management and over $1 billion of segregated fund assets and growing

Clients count on our diligence, integrity and collaborative approach to developing solutions that complement their wealth management plans. With your interests top of mind, we focus on helping you feel free of financial worry and better prepared for the future.

Our vision

For every client-facing professional in Canada to value the crucial role insurance advice plays in their client’s wealth management plan.

Our mission

We champion life, living benefits and retirement solutions through our advisors, for their clients and throughout the Canadian financial services industry.

Our commitment to you

The relationship we have with you is a valuable one. We want to make sure you get the best advice, service and assistance possible.

Our history

Our story, like the needs of our clients and the solutions we provide, continues to evolve. Dominion Securities—initially focused on bonds, then stock trading in the first half of the 20th century—grew to become a national investment services company. The company continued to grow through strategic acquisitions, which included the creation and growth of our insurance business.

1989 – our insurance origins

Dominion Securities acquired Pemberton, Houston, Willoughby Investment Corp., a British Columbia dealer with an insurance agency. Recognizing that insurance is also a type of financial service, the company gives the agency a new name: RBC Dominion Securities Financial Services.

1993 to 1996 – growing the insurance offering

To satisfy Quebec regulations, RBC Dominion Securities Financial Services (Quebec) Inc. was formed in 1993. Three years later, RBC Royal Bank obtained 100 percent ownership of Dominion Securities Inc. Also in 1996, Dominion Securities purchased Richardson Greenshields, which had an existing insurance agency. The agency is registered as RBC Dominion Securities Financial Services (Ontario) Inc.

2001 to 2004 – poised for success

In 2001, RBC Dominion Securities Inc. was poised for expansion, recognizing the gap insurance can fill to create, protect and transfer wealth. The company’s three existing insurance subsidiaries merged to become one—RBC Dominion Securities Financial Services Inc. in 2004.

2007 – introducing RBC Wealth Management Services

RBC Wealth Management Services—a team of leading professionals dedicated to serving the wealth management needs of clients—is formed.

2011 – a new name to represent us

RBC Dominion Securities Financial Services Inc. legally changes its name to RBC Wealth Management Financial Services Inc. and continues to provide national support and coverage of insurance-based solutions for RBC advisors and their clients. These include life insurance, living benefits insurance and income wealth solutions.

Today — a partner in your success

We provide insurance advisory services that help clients create, protect and transfer wealth. To date, our clients have entrusted us with over $45 billion of insurance estate benefit coverage under management and over $1 billion of segregated fund assets and growing.

Guiding our progress

Focused on the success of our clients, our leadership team creates the ideal environment and strong platform to bring our vision and mission to life.

Supporting your success

Benefit from working with professionals who understand the unique needs of high-net-worth individuals, families and business owners.

“Clients see tremendous value when we bring in one of the professionals from RBC Wealth Management Financial Services. The knowledge and experience that these partners bring is second to none. Our RBC colleagues have the ability to collaborate with their existing professionals and provide solutions that are proven.”

Patrick Lostracco
Senior Portfolio Manager & Wealth Advisor
Lostracco Wealth Management
RBC Dominion Securities Inc.