- Simplify complex financial affairs
- Family wealth management guide
- Live well in retirement
- Retirement planning
- Retirement checklist
- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Optimize your business
- Business planning
- Business owners guide
Investing isn’t the only way to invest in your future. Your financial life – and your life as a whole – is made up of many moving parts: your family, business and career objectives, Will and estate plan and tax plans, to name just a few. A dedicated wealth manager can ensure that all the moving parts are working in harmony, and aligned to meet your specific objectives for the future.
What can wealth management do for you?
Wealth management gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager – your Investment Advisor – who will help you realize your personal aspirations.
Whatever your needs and goals, our management team can help you get in touch with an Investment Advisor. If you know who you’d like to work with, you can find your Investment Advisor by clicking here. If you don’t know where to begin, contact us and we can introduce you to someone whose approach to wealth management fits with your needs and investment style.
Become an Investment Advisor
For some, wealth management is about even more than achieving your goals – it’s about helping others achieve theirs. If you are dedicated to building the best wealth management business you can, no firm can offer you more advantages than RBC Dominion Securities.
If you are interested in joining our team, talk to us about becoming an Investment Advisor with RBC Dominion Securities click here
Part of the Toronto community
Toronto isn’t just where we do business – it’s our home and our community. Our Investment Advisors are actively involved in community events and support local charities and associations. Visit our Investment Advisors’ sites here to learn more about them and their work in the community.
Putting you on the path to financial success
The management team at Brookfield Place are here to ensure your needs are addressed, and that you are matched with an Investment Advisor who feels the same way that you do about your objectives, your financial situation and the current economic climate – so that you can work together toward the same goals.
Get to know our Investment Advisors today and see what a difference professional wealth management can make. If you’d like to get in touch with an Investment Advisor, and don’t know where to begin, contact us. We would be pleased to introduce you to someone whose approach suits your needs.
Please contact the Brookfield Place management team if you have any questions about your wealth and how we can help it to flourish. We look forward to a proactive and productive relationship, and to being your partners in financial success.
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Insights into giving and inheriting wealth across generations
Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?
“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”
Let Us Introduce You to one of our Investment Advisors today!
If you would like one us on the management team to review your situation and recommend a “match” for you from our team of Investment Advisors, contact either
Greg Riley, Branch Manager
at email@example.com or
Ted Barlow, Assistant Branch Manager
at firstname.lastname@example.org or