The infrastructure that lets a senior advisor manage your wealth as carefully as they would their own — and lets you see exactly what they are doing, when.
Institutional-grade reporting in a private-client interface. Real-time position values, performance attribution, tax-lot tracking, and the complete audit trail of every decision your advisor has made.
See exactly which positions drove returns, by sector and by holding, over any time window.
Realized and unrealized gains by lot, projected tax impact, and harvest opportunities flagged automatically.
Every trade your advisor executes is logged with its rationale. No black box — radical transparency.
Every position visible to you in real time, with the rationale recorded against the trade.
One-page summaries and full PDFs — both available, both readable, both audit-ready.
A secure channel for everything else — questions, plans, life changes, and the conversations that matter.
Risk decomposition, scenario testing, and exposure analysis across every asset class. Tools your advisor uses before every rebalance — and that you can run yourself, anytime.
AES-256 encryption at rest, TLS 1.3 in transit, hardware-key support for advisor sessions. All client assets are custodied with regulated third-party institutions — never on our balance sheet.
Native iOS, Android, and web. Full account access, document signing, transfer requests, and direct messaging with your advisor — on the device you happen to be using.
Configure what reaches you and what doesn't. Trade confirmations, threshold alerts, market notes, and quarterly statements — all opt-in, all clear, all in your inbox or not.
Loss harvesting, lot selection, and account-location strategy run automatically across registered (RRSP, TFSA, RESP) and non-registered accounts. Every trade is tax-aware.
Encrypted storage for wills, trusts, corporate documents, and identification. Shareable with your accountant, lawyer, or executor under your control, with a full access audit log.
We do not hold client assets on our balance sheet. Every dollar is custodied with a regulated, third-party prime broker insured to industry standards. Dominion is the advisor; the custodian holds the cash.
Client cash and securities are covered up to $1M per account by the Canadian Investor Protection Fund.
Hardware-level Face ID and Touch ID. Hardware security keys supported for advisor sessions.
Round-the-clock automated surveillance with a documented incident-response protocol.