Welcome to our branch!
If you need personal guidance with your wealth planning, one of our full-service Investment Advisors can custom-design a complete portfolio to meet your needs, and provide a complete range of wealth management services to put you – and keep you – on track to reaching your goals.
Investing isn’t the only way to invest in your future. Your financial life – and your life as a whole – is made aspects that require the same level of planning and commitment: your family, business and career, Will and estate objectives and tax plans, just to name a few.
To this end, our dedicated advisors are there to ensure that all aspects wealth are working in harmony, and aligned to meet your specific objectives.
What can wealth management do for you?
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 situation 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 you realize your personal aspirations.
Read more about our approach to wealth management here
Find your Investment Advisor
Whatever your needs and goals, the Courtenay branch has a network of locations to provide industry-leading advice and services right in your community. You can find an Investment Advisor in your community by clicking here
Become an Investment Advisor
For some, wealth management is about even more than achieving your goals – it’s about helping others achieve theirs. If you are dedicated to building the best wealth management business you can, no firm can offer you a bigger competitive advantage than RBC Dominion Securities.
If you are interested in joining our team, take the next step in becoming an RBC Dominion Securities Investment Advisor here.
Part of the Courtenay community
Courtenay isn’t just where we do business – it’s our home and our community. We are actively involved in community events and support our local charities. Learn more about our work in the community here.
Putting you on the path to financial success
As a Branch Manager at RBC Dominion Securities, it’s my role to ensure that your needs are addressed, and that you are matched with an Investment Advisor who feels the same way that you do about your objectives, your financial situation and the current economic climate – so that you can work together toward the same goals.
I would be pleased to help you find an Investment Advisor. Contact me today to get started.
Blake Simpson, Branch Manager