Personal Financial Guidance
You deserve individual attention, superior customer service and financial results. At the RBC Dominion Securities Montreal Uptown branch, our Investment Advisors are here to provide you with the personal guidance you need to help you achieve your financial and life goals.
Whether you are investing for a business organization or yourself, our Investment Advisors will design a customized portfolio according to your investment style and goals. Then we will help you access the specialized services of our Wealth Management Services Team. The result is a coordinated and thorough wealth management plan that helps you build and preserve your wealth, while achieving all the other goals you may have in life.
Through our dedicated team members, you will have access to the full spectrum of investments and wealth management services including:
- Investment management services including: discretionary investment management, full-service brokerage accounts, industry-leading unified management accounts
- Financial planning services including: retirement planning, cash flow management, and investment planning
- Insurance-based wealth management services including: estate planning strategies, retirement income structures, and asset-replacement strategies
- Will & estate planning services including: estate planning opportunities, Will and Power of Attorney reviews, and tax-minimization recommendations
As a Branch Manager at RBC Dominion Securities, I would be pleased to introduce you to the Investment Advisor that will best meet your needs and give you peace of mind. Please feel free to contact me today.
Branch Manager and Vice-President
RBC Dominion Securities, Montreal Uptown
email@example.com | 514-840-7471