Security. Clarity. Confidence.

Dominion Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada.

Our Services

Let us help you navigate the complexities of legacy building, wealth management, and asset management.
Business Owners
Individuals & Families
Institutions

$17.4B

in assets under management (AUM)

98%

client retention rate

2 of 3

new clients are referrals
as of April 30, 2026

Record of
Stability

Dominion Wealth vs The Marketplace
Through major market downturns, Dominion Wealth aims to keep clients on track to reach their financial objectives through our conservative, yet forward-thinking approach to investment management.

Dominion Core Composite*

6.9%

Annualized Return

Morningstar Canadian Neutral Balanced**

5.03% Annualized Return

MSCI World (CAD)

6.57% Annualized Return

S&P TSX Composite

8.13% Annualized Return

S&P 500 (CAD)

7.66% Annualized Return

Our Assets

We go beyond the conventional “60% stocks, 40% bonds” investment approach, providing access to diversified asset classes across real estate, private capital, and public assets.
Private Capital
Real Estate
Public Assets

Access to private investments

To minimize the inevitable ups and downs of the stock market, we take a diversified approach by investing in alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate.

What our
clients say

Testimonials were solicited and are the current opinions of Dominion Wealth clients, and such opinions are subject to change without notice. The views presented may not be representative of the views of other clients.

Professionals
you can trust.

Speak with a Dominion Wealth advisor to gain insight on your finances and beyond.

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