"As a third generation Investment Professional, I am proud to continue the family tradition that began with my grandfather 100 years ago"
- Carol A. Santamaura
Professionalism, Experience & Integrity
We are a dedicated group of professionals, committed to providing senior executives & professionals, business owners, retirees and well-established families with the highest level of expert advice and service. By focusing on all aspects of your financial well-being and ensuring all of your ambitions, opportunities and challenges are fully addressed, we aim to provide you with total financial stability and peace of mind - now and in the future.
As investment professionals, we keep our promises to clients. That means managing portfolios to meet investors’ declared needs by operating our team like a business and developing client loyalty through trustworthy actions on their behalf. We carefully select new clients, offer a well-defined service plan, access powerful RBC-DS wealth management resources, and continually work to improve superior client communication.
We are committed to all areas of our clients' financial well being. We manage wealth for security and to provide peace of mind. Our recommendations reflect what we would do for ourselves and our families under the same circumstances. Remuneration for advice and services is clear and never influences our recommendations.
Carol Santamaura has been providing wealth management services to Canadian investors since 1994. She is a Vice President, published author and a member of her firm's prestigious Executive Council. As a third generation investment professional, Carol is proud to continue a family tradition that began with her grandfather in 1921. RBC Dominion Securities has been helping investors reach their goals since 1901.