Pearson Private Wealth of RBC Dominion Securities Inc.

Pearson Private Wealth of RBC Dominion Securities Inc. We help navigate the complexities of managing wealth at every life stage.

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.
09/07/2026

Joyeuse fête du Travail ! Nous souhaitons à nos clients et à nos collègues une longue fin de semaine bien méritée.

Here are a few of the spots our team keeps going back to around Ottawa.Ember, in the Market, fire-cooked shared plates a...
09/02/2026

Here are a few of the spots our team keeps going back to around Ottawa.

Ember, in the Market, fire-cooked shared plates and a great room for a proper night out. The kind of place you linger.

Umbrella Bar, right on the water at Dow's Lake. Hard to beat a patio, a burger, and that view on a warm afternoon.

Fratelli, cozy, charming, and exactly the Italian comfort food you want on a slower evening.

Tavern on the Hill, our pick with the kids. Outdoor seating, the back of Parliament and the river right there, and hotdogs the little ones will happily negotiate their whole afternoon around.

Good food, good people, a little time to slow down, turns out that's a plan worth making too

What did we miss? Tell us where we should be eating.

09/02/2026

Managing wealth in retirement isn’t just a financial plan, it’s a life plan. Build for the life you want to live. Learn more here: https://bit.ly/4zQpa9h

We think it's time we talked about aging differently.Somewhere along the way, getting older became something to brace fo...
08/19/2026

We think it's time we talked about aging differently.

Somewhere along the way, getting older became something to brace for, a countdown, a list of worries. We see it the other way around.

Living longer is one of the great gifts of our time. More years with the people you love. More mornings that are yours to spend how you choose. More room to finally do the things you kept meaning to get to.

The difference between dreading those years and looking forward to them usually comes down to one thing: a plan. Not just for your money, but for the life you want it to support. When your wealth and your health are working together, and you trust that the plan holds, aging stops feeling like something happening to you and starts feeling like a chapter you get to write.

That's the conversation we love having with clients. Not "how do we prepare for the worst," but "what do you want this next part to look like?"

What we don’t do and why it matters.We don’t rush you through meetings.We don’t hand you a one-size-fits-all portfolio.W...
08/05/2026

What we don’t do and why it matters.

We don’t rush you through meetings.
We don’t hand you a one-size-fits-all portfolio.
We don’t ignore the emotional side of financial planning.

Here’s what we do instead:
We take the time to understand your life, your goals, and what truly matters to you.
We design strategies that fit, not just on paper, but in practice.
We create space for the real conversations, the ones that go beyond numbers.

Because your financial plan should feel like it was built for you.
Because it was.

If that sounds like a better fit, let’s talk.

From upcoming markets to sporting events, there are endless ways to get involved in our Ottawa community this time of ye...
07/22/2026

From upcoming markets to sporting events, there are endless ways to get involved in our Ottawa community this time of year.

Although being involved in more things typically means spending more money, it doesn’t always have to.

We’re lucky to live in a city filled with green spaces, beaches, outdoor activities, and free events, so being active in our communities doesn’t need to cause financial strain.

For instance, did you know that if you search for “free activities in Ottawa this summer,” there are loads of resources (like Ottawa Tourism’s site) that can help you plan your summer itinerary?

Our team at Pearson Private Wealth will be doing our best to make the most of this summer, finding moments between work and the realities of everyday life to enjoy this season - and we hope you will, too.

How can you be sure you’re on track with your financial goals? The truth is, it doesn’t need to be complicated; it just ...
07/08/2026

How can you be sure you’re on track with your financial goals?

The truth is, it doesn’t need to be complicated; it just needs to be intentional.

Here is a simple framework for splitting your funds into different categories:

• 50 - 60% for essentials (such as housing, bills or groceries)

• 10 - 20% for savings (including emergency funds or short-term goals)

• 10 - 20% for investing (long-term growth)

• 5 - 10% for lifestyle (things like travel and experiences)

Working with Pearson Private Wealth allows you to create a structure that aligns with your goals, so you can enjoy your money and build the future you envision, however that may look.

Most people reach out to a financial advisor during times of change, whether it’s a new job, a growing family, a busines...
06/24/2026

Most people reach out to a financial advisor during times of change, whether it’s a new job, a growing family, a business transition, or retirement is on the horizon.

However, these are moments where decisions carry more weight, and often, more uncertainty.

And what we’ve found is that our role isn’t just about the numbers in those situations, it’s about helping bring clarity.

Helping clients understand what’s changing financially, what decisions need to be made (and when the best time to make them is), and how to move forward with confidence are key aspects of this role.

We also know how powerful proactivity can be. How reassuring it is to know what one's financial strategy is and have someone support them in creating it.

Because when it comes down to it, major life transitions aren’t just financial events, they’re personal ones, too. And what I’ve seen is that having the right structure in place before it becomes a more urgent matter can make all the difference.

If you’re looking to get clarity on your finances, send us a message! We’re here to help.

Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the di...
06/21/2026

Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.

Community is oftentimes one of the most overlooked parts of financial planning, but in Ottawa, we see it every day. We s...
06/10/2026

Community is oftentimes one of the most overlooked parts of financial planning, but in Ottawa, we see it every day.

We see it in people who are deeply connected to where they live, work, and build their lives. In how we all choose to support one another and the local businesses found throughout the different pockets of this city.

Financial planning conversations often focus solely on numbers. When in reality, your financial decisions don’t happen in a vacuum. They’re shaped by your community, lifestyle, and the people and places you invest your time.

The question isn’t just “are you on track financially?”

It’s also important to think about how your finances support the life you want to build.

Are you spending your money in spaces that make you feel good? Does your spending feel aligned with your values?

Where you live, and how connected you feel to it, matters more than most people realize.

At Pearson Private Wealth, we take pride in our city, its people, businesses and communities, and what it means to live in the nation's capital.

Address

45 O'Connor Street, Suite 900 Ottawa Main
Ottawa, ON
K1P1A4

Telephone

+16135662229

Website

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