- Invest for your future
- Investment solutions
- Advisor Account
- Guided portfolios
- Custom-designed portfolios
- Mutual funds
- Create your family legacy
- Estate and wealth protection
Enjoy life with financial confidence
Whether you are approaching retirement, or already there, our team can help you build a financial plan to create reliable income, financial security and peace of mind to enjoy retirement to the fullest.
Our team specializes in providing:
Retirement income planning
Estate & wealth transfer planning
Our goal is to work with our clients one-on-one, to build trusted relationships with them, and help them achieve their goals with the vast resources of RBC Dominion Securities.
Who we can help
Our services are designed for investors who professional assistance managing their wealth, we specialize in helping:
Retirees and pre-retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
Business owners and entrepreneurs who need help managing their personal and business assets
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Or, contact us today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.