- Create your family legacy
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Simplify complex financial affairs
- Family wealth management guide
- Manage wealth tax-efficiently
- Tax-Free Savings Accounts
- Live well in retirement
- Retirement checklist
Your Partners in Client Service
At RBC Dominion Securities, we have provided professional wealth management services since 1901. Today, we are Canada’s leading provider of wealth management, trusted by over 400,000 clients worldwide, and a member company of RBC, Canada’s largest financial group.
Our advisors understand that investments are just one part of the bigger picture for many clients. To provide the most helpful advice, we often work in close collaboration with accountants, family & estate lawyers, and bankers in our community.
Our advisory services include investment advice and money management, financial and estate planning, tax-minimization strategies, and charitable foundations.
We can help:
- Provide a comprehensive financial or investment plan that complement tax strategies you have developed for your clients
- Develop investment, family trust, charitable or insurance solutions to help your client achieve their estate objectives
- Business clients minimize professional risk
- Develop a comprehensive business succession plan for clients who you have helped incorporate
- Recently divorced/separated or widowed clients establish independence and financial confidence
If you have a client who is looking ahead to retirement, or thinking about the next financial step, please contact us. We would be happy to complement your professional expertise with customized investment and financial solutions.