- 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
Welcome to RBC Dominion Securities in Regina, Estevan, Weyburn, Yorkton, Moose Jaw and Swift Current
Wealth management is a comprehensive, all-in-one approach to investing, retirement and financial planning, minimizing taxes and ensuring your estate is protected. Depending on your needs, you might be investing to build your financial future or to protect what you have already built.
Here at RBC Dominion Securities, we build long-standing relationships that help our clients plan for the long-term, so they can see their personal and financial goals come to fruition. Many of our clients with our Regina, Estevan, Weyburn, Yorkton, Moose Jaw, and Swift Current offices have been with us for 20 years or more, and have put their trust in our services to see to the wealth of the next generation.
Whatever your specific needs, an Investment Advisor at RBC Dominion Securities in Regina, Estevan, Weyburn, Yorkton, Moose Jaw or Swift Current can help you craft a wealth management plan for you, your business or your family.
Please explore our site to learn more about who we are and how we can help, or contact me to get started today.
Jim Grundy, Branch Manager
Our investment advisors plan for your future with your needs in mind. They offer great advice on the ways to make your money work for you.
Vice President and Assistant Branch Manager
Wealth management is a comprehensive approach to helping you achieve your goals in life. It 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 situations 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 realise your aspirations. Read More ...