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Wealth means different things to different people. In our view, at its best, wealth serves, enhances, and strengthens your family – opening up more and more possibilities with every generation. We take an in-depth approach to uncover and serve your every wealth need, now and into the future.
Providing a comprehensive roadmap to your ambitions that takes all aspects of your financial picture into consideration.
Making your assets work for you so you can leave a lasting legacy for the next generation.
Putting wealth-preservation strategies in place so you can make your money last.
Ensuring you have sufficient cash flow and income in your retirement years to support the lifestyle of your choice.
Helping you make an impact in the community in a tax-efficient manner.
Putting a plan in place to ensure you are able to finance the education of your children or grandchildren.
Keeping tax efficiency top of mind in every recommendation we make and every decision we make on your behalf.
– Z. Lussier, client since 1999
For years, I have appreciated the consistency, availability and good service of Marc Arnautovitch and his team. They have provided regular updates on the overall status of my portfolio. They gave me the necessary tools needed to make important decisions, such as whether or not to buy a house or when to retire.
– David Lutfy, client since 2002 (retired Branch Director, RBC Dominion Securities, Pointe-Claire and Gatineau)
Marc and his team are highly structured, have an unbiased approach, and provide concise and useful information when we need it. They have established a relationship with every member of our family, which helps provide continuity. They also adapt their communication to each family member’s knowledge level, providing education as required.
They have good knowledge of the various aspects of managing our financial affairs and don’t hesitate to align us with RBC resources in order to provide additional expertise.
The team ensures that we have regular reviews to oversee and evaluate every aspect of our planning process, including investment management. We completed a financial plan a few years prior to my expected retirement. Although everything was on track, Marc suggested an update as I approached my retirement date to ensure that I’m comfortable with my decision.
It’s reassuring to know someone is there when we need them.
– FJ, client since 2001
Caring and efficient. These are the qualities I would use to summarize the work of the RBC Dominion Securities team that has been with me since the beginning of my career and now my retirement.
Through years of discussing and implementing wealth planning strategies, we have pinpointed the key elements needed for success. I believe that the team’s excellent understanding of my family and financial situation, their unfailing guidance in decision-making, as well as their unwavering support in finding the appropriate solutions for specific situations have all been instrumental in building wealth.
Many thanks to the whole team!
