Our Vision

At Stefan Private Wealth Management of RBC Dominion Securities, our vision is to help people realize their dreams and care for their families. To do so, we are guided by our beliefs. 

  • We believe in treating our clients' wealth as if it were our own.
  • We believe in a comprehensive wealth management approach.
  • We believe that our clients' dreams, desires and needs will drive our process.
  • We believe that our clients should be able to sleep at night without concern for their investment portfolio.
  • We believe in always providing value in every aspect of our roles and responsibilities.