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Submitted URL: http://www.hillyardstephen.com/
Effective URL: https://ca.rbcwealthmanagement.com/hillyard.stephen/
Submission: On March 15 via manual from IN — Scanned from NL
Effective URL: https://ca.rbcwealthmanagement.com/hillyard.stephen/
Submission: On March 15 via manual from IN — Scanned from NL
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<p style="text-align: center;"><u><strong><span style="font-size: 24px;">The Hillyard Stephen Group at RBC Dominion Securities</span></strong></u></p>
<p style="text-align: center;">We are a multi-advisor wealth management practice based out of Victoria, BC, Canada</p>
<hr>
<p style="text-align: center;">The vast majority of our clients are successful Business Owners and well capitalized Institutions.</p>
<hr>
<p style="text-align: center;">We also have a niche investment business that serves Canadian expatriates.</p>
<hr>
<p style="text-align: center;">Financial Planning, Investment Management, and Insurance are our core competencies.</p>
<hr>
<p style="text-align: center;">We embrace technology and innovation but also value old fashioned service and relationship management.</p>
<hr>
<p style="text-align: center;">We work hard everyday to grow and protect our client's capital.</p>
<hr>
<p style="text-align: center;">We strive to always provide access to the full spectrum of investment, hedging, and risk management options available.</p>
<hr>
<p style="text-align: center;">We work very closely with our client's legal, accounting, and other professional advisors.</p>
<hr>
<p style="text-align: center;">We collaborate closely with RBC Private Banking, RBC Commercial Banking, and other RBC entities to deliver a seamless "family office" type experience.</p>
<hr>
<p style="text-align: center;">We believe in full fee transparency and in delivering significant value for that fee.</p>
<hr>
<p style="text-align: center;">We treat all of our clients like family.</p>
<hr>
<p style="text-align: center;">We believe that every client should have a written Investment Policy Statement (IPS) and that all non-institutional clients should have a written financial, business, and estate plan.</p>
<hr>
<p style="text-align: center;">We are proud to operate as a part of Canada's largest, oldest, and most successful wealth management firm: RBC Dominion Securities</p>
<hr>
<p style="text-align: center;">We are honoured to work with our existing clients and are humbled by the faith, trust and confidence that they put in us everyday.</p>
<p> </p>
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Text Content
RBC Mobile Royal Bank of Canada FREE - On Google Play INSTALL RBC Mobile Royal Bank of Canada GET — On the App Store View * RBC Dominion Securities Inc. * Sign in * Client Login * * Online Banking Menu THE HILLYARD STEPHEN GROUP OF RBC DOMINION SECURITIES Wealth Management Focused on Professionals, Business Owners & Institutional Clientele * Home * Our Team * Jeremy Stephen, CFP, CIM, BBA (Finance) * Matt Hillyard, FMA, CIM * Jessica Russell, BA, CFP * Matthais Wilke, CFA, BComm (Finance) * Emily Black * Jackson Gray, BComm (Intl. Business) * Our Clients * Business Owners * Health Care Professionals * Institutional Clients * Investment Management * Private Investment Management * Financial Planning * Retirement Options Using Surplus Corporate Cash * The Individual Pension Plan (IPP) * The Retirement Compensation Arrangement (RCA) * Estate Freeze * Insurance Planning * Life Insurance * The Three Uses of Life Insurance * Living Benefits Insurance * Insurance Based Investments * Macro Commentary * * RBC Dominion Securities Inc. * Sign in * Client Login * Online Banking * Home * Our Team * Jeremy Stephen, CFP, CIM, BBA (Finance) * Matt Hillyard, FMA, CIM * Jessica Russell, BA, CFP * Matthais Wilke, CFA, BComm (Finance) * Emily Black * Jackson Gray, BComm (Intl. Business) * Our Clients * Business Owners * Health Care Professionals * Institutional Clients * Investment Management * Private Investment Management * Financial Planning * Retirement Options Using Surplus Corporate Cash * The Individual Pension Plan (IPP) * The Retirement Compensation Arrangement (RCA) * Estate Freeze * Insurance Planning * Life Insurance * The Three Uses of Life Insurance * Living Benefits Insurance * Insurance Based Investments * Macro Commentary The Hillyard Stephen Group at RBC Dominion Securities We are a multi-advisor wealth management practice based out of Victoria, BC, Canada -------------------------------------------------------------------------------- The vast majority of our clients are successful Business Owners and well capitalized Institutions. -------------------------------------------------------------------------------- We also have a niche investment business that serves Canadian expatriates. -------------------------------------------------------------------------------- Financial Planning, Investment Management, and Insurance are our core competencies. -------------------------------------------------------------------------------- We embrace technology and innovation but also value old fashioned service and relationship management. -------------------------------------------------------------------------------- We work hard everyday to grow and protect our client's capital. -------------------------------------------------------------------------------- We strive to always provide access to the full spectrum of investment, hedging, and risk management options available. -------------------------------------------------------------------------------- We work very closely with our client's legal, accounting, and other professional advisors. -------------------------------------------------------------------------------- We collaborate closely with RBC Private Banking, RBC Commercial Banking, and other RBC entities to deliver a seamless "family office" type experience. -------------------------------------------------------------------------------- We believe in full fee transparency and in delivering significant value for that fee. -------------------------------------------------------------------------------- We treat all of our clients like family. -------------------------------------------------------------------------------- We believe that every client should have a written Investment Policy Statement (IPS) and that all non-institutional clients should have a written financial, business, and estate plan. -------------------------------------------------------------------------------- We are proud to operate as a part of Canada's largest, oldest, and most successful wealth management firm: RBC Dominion Securities -------------------------------------------------------------------------------- We are honoured to work with our existing clients and are humbled by the faith, trust and confidence that they put in us everyday. Contact information Jeremy Stephen, BBA (Finance), CFP, CIM Senior Portfolio Manager & Wealth Advisor jeremy.stephen@rbc.com Phone: 250-356-3975 Cell: 250-356-3977 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 Matt Hillyard, FMA, CIM Senior Portfolio Manager, Financial Planner matt.hillyard@rbc.com Phone: 250-356-3976 Cell: 250-356-3977 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 Jessica Russell, BA, CFP Associate Wealth Advisor & Financial Planner jessica.r.russell@rbc.com Phone: 250-356-4757 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 Emily Black Administrative Assistant emily.black@rbc.com Phone: 250-356-3977 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 Matthais Wilke, CFA, BCOMM (Finance) Investment Advisor matthais.wilke@rbc.com Phone: 250-356-3470 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 Jackson Gray Marketing Associate jackson.gray@rbc.com Phone: 250-984-9015 The Hillyard Stephen Group of RBC Dominion Securities Inc. hillyardstephengroup@rbc.com Phone: 250-356-3977 Fax: 250-356-4880 Toll-Free: 1-888-773-4477 -------------------------------------------------------------------------------- Branch information 730 View Street Suite 500 Victoria BC, V8W 3Y7 Website Privacy & legal * Privacy & Security * Legal * Accessibility * IIROC AdvisorReport * Member-Canadian Investor Protection Fund * Advertising and cookies -------------------------------------------------------------------------------- Online client services * Sign in * First time sign in guide * Keeping you informed * RBC Dominion Securities Online Security Guarantee RBC Dominion Securities Inc., © 2024 Back to top <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-NKRN3TP" height="0" width="0" style="display:none;visibility:hidden"></iframe> <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-NK2MDVK" height="0" width="0" style="display:none;visibility:hidden"></iframe> <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-NVXJDLN" height="0" width="0" style="display:none;visibility:hidden"></iframe> COOKIES RBC uses cookies on this website, as they help us to provide the best possible experience for you while keeping the site and information secure. 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