Kirkpatrick Wealth Management of RBC Dominion Securities Inc.

Kirkpatrick Wealth Management of RBC Dominion Securities Inc. Helping you build and protect wealth. www.kirkpatrickwealth.com Experience and excellence aren’t expensive… They’re priceless.

As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage, Kirkpatrick Wealth Management of RBC Dominion Securities can help. Recognized as one of the leading wealth advisors in the nation’s capital, Michael and his team provide a comprehensive range of wealth management services designed to meet the needs of you and your family.

06/02/2026

Most retirement plans are built on a gamble.

There are four key variables that determine whether retirement actually works.

When you retire.
What the stock market does at that moment.
What tax rates will be.
How long you’ll live.

Out of those four, you only truly control one, when you retire.
You don’t control market timing.
You don’t control future tax rates.
And you don’t control longevity.

Yet most people still plan for retirement using traditional approaches that depend heavily on the three things they can’t control.

That’s the retirement gamble.

In this video, I walk through a different way of thinking, one that reduces reliance on luck and helps you regain control over three of those four variables.

Because retirement shouldn’t depend on guessing right. It should be built on clarity, structure, and control.

05/28/2026

As portfolios grow more complex, ex*****on matters more.

In this video, I explain how sophisticated investors can benefit from private trading access, including enhanced ex*****on, block trading capabilities, and closer coordination in fast moving markets.

Through RBC Dominion Securities, I work alongside a dedicated private trading team to help qualified clients gain greater precision, transparency, and control in how trades are executed.

For investors who value efficiency and thoughtful ex*****on, this level of access can make a meaningful difference.

05/26/2026

A mortgage can be your biggest liability, or one of your most useful financial tools.

The difference is how it’s structured, and how well it fits into your overall plan.

In this video, I explain how I work with mortgage specialists through RBC Dominion Securities to ensure borrowing decisions support long term goals, tax efficiency, and cash flow, not just today’s rate.

Mortgage planning works best when it’s connected to the full picture.

05/21/2026

A well written will matters.

But so does who is responsible for carrying it out.

In this video, I explain how RBC Royal Trust helps ensure estates are administered with care, neutrality, and precision, especially when complexity or family dynamics are involved.

Through my role at RBC Dominion Securities, I help clients decide when professional executor, trustee, or power of attorney support makes sense, and how it fits into their broader wealth and legacy plan.

Peace of mind comes from knowing your wishes will be respected, and your intent preserved.

05/19/2026

You’ve heard the phrase “health is wealth.”

In practice, access matters just as much as coverage.

In this video, I explain how clients at RBC Dominion Securities can benefit from RBC’s partnership with Cleveland Clinic Canada, offering priority access and preferred pricing for world class medical expertise.

When health planning is integrated into your broader wealth strategy, it adds another layer of clarity, control, and peace of mind for you and your family.

This is one more example of how comprehensive planning goes beyond the numbers.

05/14/2026

If you live in Canada but have U.S. property, investments, or family ties, your plan may be exposed to risks you don’t even see.

Cross border planning isn’t just about taxes. It’s about coordination, compliance, and avoiding costly surprises.

In this video, I explain how I work with U.S. planning specialists through RBC Dominion Securities to help clients navigate dual tax obligations, estate considerations, and investment restrictions on both sides of the border.

When cross border issues are handled early and intentionally, they bring clarity instead of complexity.

05/12/2026

Giving back feels good.

Doing it with intention can do much more.

In this video, I talk about how philanthropy and legacy planning help turn generosity into something lasting, aligned with your values, your family, and your long term vision.

Through RBC Dominion Securities, clients can access philanthropic planning support that looks beyond where to give, and focuses on how to give thoughtfully, tax efficiently, and with purpose.

When giving is planned well, it becomes part of your legacy, not just a one time decision.

05/07/2026

Most people see insurance as something you buy and hope you never need.
For Wealth Creators, it’s part of a broader strategy.

In this video, I explain how insurance can support growth, liquidity, and legacy when it’s positioned intentionally within a financial plan.

Through RBC Dominion Securities, I work with in house specialists to ensure insurance decisions align with investments, tax planning, and long term goals, not in isolation.

When used thoughtfully, insurance is more than protection. It’s a strategic planning tool.

05/05/2026

You’ve worked hard to build your wealth. Managing it shouldn’t feel like a second job.

In this video, I explain the difference between Premier Banking and Private Banking, and how these services help simplify everyday banking, lending, and more complex financial needs.

Through RBC Dominion Securities, I stay connected across banking, investing, and planning, so everything moves in sync and nothing gets overlooked.

The right level of service brings clarity, efficiency, and peace of mind.

Address

45 O’Connor St. Suite 900, World Exchange Plaza
Ottawa, ON
K1P1A4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16135667280

Website

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