Note from the MacNaughton Lynch Group of RBC Dominion Securities
The MacNaughton Lynch Group at RBC Dominion Securities is one of Canada's largest investment practices, managing over $4.5 Billion in private client assets. Our 14 investment professionals bring 25+ years of focused expertise in wealth management for accomplished entrepreneurs, executives, and institutional investors. We employ a family office approach to wealth building and preservation, delivering exceptional results for our clients and their families.
Meet the Managers
Jonathan MacNaughton – Senior Portfolio Manager
With 25 years of experience as an Investment Advisor and Portfolio Manager, Jonathan has built The MacNaughton Lynch Group into a top national advisory team. He stewards assets for individuals and institutions, applying deep expertise to preserve wealth and monitor market opportunities.
Ryan Lynch, CFA, FRM – Associate Portfolio Manager & Investment Advisor
As a Chartered Financial Analyst (CFA), he maintains optimal asset allocation across MacNaughton Lynch Group portfolios, ensures clients stay on track with their objectives, and assists in developing comprehensive investment strategies and research.
Developing the Right Solution
We designed the portfolio with Renison front and centre — balancing your mission with return expectations and any constraints you face. Our initial process included:
- Understanding Renison’s priorities
- Setting return targets
- Gauging risk capacity
- Building the asset allocation
- Setting concentration limits
- Honoring Renison’s values
Responsible Investing at the Forefront
Renison University College’s mission statement states that:
Renison fosters an inclusive community of learners empowered through excellence in teaching and scholarship, to contribute positively in a diverse and complex world.
This statement defines RUC's ethical investing principles and how we apply them to our investments, consistent with our commitment to positive community impact. Our rigorous screening processes — combining internal expertise and external Environmental, Social, and Governance (ESG) research—enables us to integrate ESG factors into investment decisions.
