Bradley Wealth Group of RBC Dominion Securities
"Every strategy needs a game plan." - George Bradley
Empowering your financial future with purpose and precision
At Bradley Wealth Group, we provide personalized strategies and solutions designed to help you preserve and grow your wealth. Whether you're planning for retirement, building a legacy, or optimizing your investments, our goal is to ensure your financial needs are always at the centre of what we do. By collaborating with RBC's legal, tax and estate planning specialists, and accessing institutional-grade tools and investment opportunities, we tailor your plan to match the complete picture of your financial life.
Your success deserves a personalized strategy
At the heart of our practice is a focused team that works together to deliver the personalized attention and discretion our clients expect. We build lasting relationships, understand your unique goals, and remain fully invested in your long-term success.
Let's build a plan that reflects your vision.
Your financial journey deserves more than a one-size-fits-all approach. We offer customized wealth strategies that help you protect what you've built and grow for what's next.
What we do
As your financial world grows, so does its complexity. That's why we go beyond traditional investment advice, offering you access to a curated network of RBC specialists, bespoke solutions, and advanced tools all designed to support your evolving goals. Whether you're planning business succession, managing sudden wealth, or preparing for a lasting legacy, our comprehensive resources help you stay informed, empowered, and in control.
How we do it
No two clients are alike and neither are the solutions we offer. Our offering includes comprehensive wealth planning and investment portfolio design and management. Through our extended team of RBC specialists, we also offer:
- Succession and exit planning for business owners
- Trust and estate services
- Banking and lending solutions for liquidity, lifestyle or business needs
Our tools and technology help bring your financial picture into focus. We offer applications such as a scenario planning models to explore "what ifs" for retirement, business exits or market shifts.
Our process
Getting to know each other is a pivotal part of the process. Tell us your story, who you are and what your goals, plans and concerns may be. What are you interested in knowing more about?
Discovery Meeting
“Where are we now? And where are we going?” is the foundation to our process.
Once we have gathered your current financial position and where we are (assets, liabilities, and tax assessments). We can then work together in creating your financial and personal goals (The where are we going).
Implementing your Unique Road Map
Review the objectives we have created and sign the appropriate RBC Dominion Securities account opening documents to begin the process.
Financial Planning and Investment Strategy
During the financial planning process we will work with one of our highly skilled Financial Planners to make sure we are optimizing all aspects of the wealth management process.
Will & Estate Planning
Schedule an estate and tax review by our RBC Will and Estate Consultant. Once this has been reviewed we can then discuss how we can help protect your estate and enhance the after-tax value. This review helps create a comprehensive report that we can then review with your legal counsel.
Structuring your estate to reflect your legacy is a part of our unique road map.
Insurance & Estate Planning
Review your current insurance needs and coverage to help develop a personalized estate plan with the focus of protecting your wealth for legacies to come. This will in turn allow us to discuss the opportunity of utilizing insurance as a tax planning tool during the transfer of wealth.
Merging all Partnerships
To establish a well-executed wealth management plan we believe it is crucial to work together with all of your trusted advisors to ensure that we best implement your financial plan.
Ongoing Service Plan
As we move forward together we will provide ongoing advice, overseeing the financial plan and making adjustments when needed. In life, there are many detours along the way. Whether it is an inheritance, sale of a property, change in career, or the unexpected expenses life throws at you. We are here to help and make your decisions simplified. Portfolio reviews are a great time for adjusting these unexpected changes that have occurred in your journey through life.
Our clientele
Professional Athletes
Professional hockey players face high demands both on and off the ice. During the season you have grueling schedules that are taxing on the body and mind. And in the off season you are focusing on training and prepping for the next season to come while spending time with your friends and family. This leaves little time for managing your wealth in your playing years. We know the importance of working with an experienced team to help minimize any outside distractions. Working together with your agency and current advisors is a key part of the process.
We focus on a high level of service that goes beyond your expectations. Having a strategy to implement your unique circumstances is just the beginning.
George has experienced firsthand the life and challenges of being on the road and understands that it is crucial to have a point of contact when dealing with your personal finances and investments.
Medical & Health Professionals
Medical professionals have unique financial needs. Our team is focused on offering tailored advice to each individual circumstance allowing you to have the peace of mind that you, your family and practice need.
We take a look at “Where are we now? And where are we going?” together to begin building the foundation of your plan.
Once we have gathered your current financial position and where we are (assets, liabilities, and tax assessments). We can then work together in creating your financial and personal goals (The where are we going).
Our goal is to help simplify your financial requirements and create solutions tailored to your needs. Below are some of the services and solutions that our team and partners can help you with.
Business owners
Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The business owner’s guide to wealth management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey.
Family wealth management
When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.
“On or off the ice, every strategy needs a game plan”
– George Bradley
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.