At Keith Wu & Associates Private Wealth Management, we take an immense amount of pride in helping our clients create a cohesive wealth plan that is more than just investments. We draw on all of our experiences and the resources that RBC Dominion Securities has to offer to simplify solutions for families and offer what is most important and appropriate for them.  Leveraging RBC’s team of industry experts allows us to specialize in financial planning, estate planning and insurance, while leaning on our banking partners and platform to provide unparalleled service. 

Our ultimate satisfaction comes from our desire to educate our families and to demystify industry jargon in hopes of creating lasting confidence. Our goal is to build trust with our clients and provide them with the peace of mind that they and their families are taken care of.


If you need personal guidance with your investments and financial goals, we would be happy to help. Our team provides Wealth Management advice that goes beyond traditional investment management. Wealth Management Specialists work directly with our team to provide a holistic approach to managing each client's unique situation. We provide our clients with comprehensive Financial Planning, Portfolio Management, and Will & Estate Planning services. Whether you're investing for a business, organization or yourself, we can custom-design a portfolio to meet your specific needs and plan for the future.

We provide clients with access to virtually every type of investment, including stocks, bonds, GICs, mutual funds, insurance and options. Our advice is backed by proven investment strategy and top-ranked capital markets research. Our team will assist clients with every type of account, including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax-Free Savings Accounts (TFSAs) and Non-Registered Investment Accounts.

As Wealth Advisors at RBC Dominion Securities, our team would be pleased to speak with you about your financial objectives. Please feel free to contact us today. 

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