COVID-19 – health and safety notice. Read more
From your first meeting with your Investment Advisor, you are on the road to a long-term wealth management plan – and relationship.
The Burlington office is home to several Investment Advisors and Portfolio Managers, all of whom are qualified to provide a broad suite of investment and wealth management services for all of your personal and business needs. Contact us today to arrange an introduction to an Investment Advisor whose investment and wealth management philosophy matches your own.
Our advisors are backed by the resources of RBC, Canada's largest financial institution. Since 1901 we have been helping individuals, families, businesses and other organizations to achieve their financial goals. Today, over 400,000 clients globally have put their trust in RBC Dominion Securities.
“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.
Assistant Branch Manager & Wealth Advisor