- Simplify complex financial affairs
- Family wealth management guide
- Manage wealth tax-efficiently
- Tax-free savings account
- Invest for your future
- Investment solutions
- Custom-designed portfolios
- Guided portfolios
- Private Investment Management
- Advisor Account
- Mutual funds
- Live well in retirement
- Retirement planning
- Retirement checklist
The Gillette Wealth Management Group
"The Voice of Financial Markets in Montreal"
An expert in the area of personal finance and investments, Lisa M. Gillette has become recognized as "The Voice of Financial Markets", largely due to her numerous speaking engagements, interviews, and appearances on Global, CFCF TV, CBC National Television, CBC and CJAD Radio 800.
The Gillette Wealth Management Group at RBC Dominion Securities offers its clients a highly professional and comprehensive approach to Wealth Management that encompasses far more than the traditional management of marketable securities. We place great emphasis on establishing client profiles and relationship to provide wealth management services that include retirement, tax and estate planning. We provide both discretionary and non-discretionary portfolio management options based on well-established successful investment disciplines, and consistent performance results. We can address insurance needs. We service Canadian, U.S., & International resident clientele.
We achieve this by working in close co-operation with our clients’ own accountants, notaries, lawyers, personal assistants, and associates.
As a group, we have a well-established routine and service plan for our clients that promote long-term relationships with families, and their associated trusts, corporations, and foundations. Backed by a vast array of resources, we are able to address a wide variety of situations. We also care that clients be treated as we personally would like to be treated. We pride ourselves on an exceptional effort & quality standard.
The group has one of the most comprehensive arrays of licensing and registrations within RBC Dominion Securities:
- Portfolio Manager - Discretionary Canada
- Investment Advisor - Non-Discretionary Canada
- Financial Security Advisor - Insurance Canada
- Options - Canada
- Fellow to the Canadian Securities Institute (FCSI)
Lisa M. Gillette, FCSI
Vice President & Portfolio Manager